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 5-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 | $32,672 | $54,705-40.3% | $71,209-54.1% | $84,808-61.5% |
| Participation rate | 66.7% | 64.1%+2.6pp | 73.8%-7.1pp | 68.3%-1.6pp |
| Annual return | 32.50% | 35.90%-3.4pp | 282.51%-250.0pp | 40.90%-8.4pp |
| Employer contribution / active EE | $3,145 | $2,158+45.7% | $2,721+15.6% | $2,631+19.5% |
| Participant deferral / active EE | $5,265 | $3,030+73.7% | $4,175+26.1% | $4,212+25.0% |
| Admin fee / account holder | $5 | $4,863-99.9% | $5,349-99.9% | $7,344-99.9% |