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 4-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 | $33,077 | $114,381-71.1% | $107,525-69.2% | $142,382-76.8% |
| Participation rate | 25.0% | 78.1%-53.1pp | 75.1%-50.1pp | 80.1%-55.1pp |
| Annual return | 30.93% | 242.71%-211.8pp | 181.32%-150.4pp | 217.08%-186.1pp |
| Employer contribution / active EE | $1,140 | $4,015-71.6% | $3,754-69.6% | $4,299-73.5% |
| Participant deferral / active EE | $3,470 | $5,564-37.6% | $5,116-32.2% | $6,507-46.7% |
| Admin fee / account holder | $53 | $9,860-99.5% | $8,919-99.4% | $12,624-99.6% |