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 | $19,123 | $177,572-89.2% | $154,803-87.6% | $142,382-86.6% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 38.93% | 65.07%-26.1pp | 58.88%-19.9pp | 217.08%-178.1pp |
| Employer contribution / active EE | $2,081 | $4,810-56.8% | $4,305-51.7% | $4,299-51.6% |
| Participant deferral / active EE | $2,701 | $6,272-56.9% | $5,540-51.3% | $6,507-58.5% |
| Admin fee / account holder | $75 | $16,786-99.6% | $14,329-99.5% | $12,624-99.4% |