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 | $32,484 | $177,572-81.7% | $154,803-79.0% | $142,382-77.2% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 15.34% | 65.07%-49.7pp | 58.88%-43.5pp | 217.08%-201.7pp |
| Employer contribution / active EE | $2,613 | $4,810-45.7% | $4,305-39.3% | $4,299-39.2% |
| Participant deferral / active EE | $8,051 | $6,272+28.4% | $5,540+45.3% | $6,507+23.7% |
| Admin fee / account holder | $210 | $16,786-98.8% | $14,329-98.5% | $12,624-98.3% |