See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,995 | $109,881-39.0% | $150,045-55.4% | $84,808-21.0% |
| Participation rate | 48.4% | 76.1%-27.7pp | 82.3%-33.9pp | 68.3%-19.9pp |
| Annual return | 17.99% | 28.25%-10.3pp | 62.55%-44.6pp | 40.90%-22.9pp |
| Employer contribution / active EE | $2,532 | $3,561-28.9% | $4,693-46.0% | $2,631-3.8% |
| Participant deferral / active EE | $4,718 | $6,636-28.9% | $7,997-41.0% | $4,212+12.0% |
| Admin fee / account holder | $283 | $8,568-96.7% | $13,435-97.9% | $7,344-96.1% |