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 6-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 | $53,911 | $154,117-65.0% | $129,995-58.5% | $139,434-61.3% |
| Participation rate | 65.0% | 82.0%-17.0pp | 78.5%-13.5pp | 80.3%-15.3pp |
| Annual return | 17.97% | 32.48%-14.5pp | -137.18%+155.1pp | 372.94%-355.0pp |
| Employer contribution / active EE | $2,626 | $5,289-50.4% | $4,320-39.2% | $4,751-44.7% |
| Participant deferral / active EE | $6,870 | $6,710+2.4% | $5,820+18.0% | $6,710+2.4% |
| Admin fee / account holder | $294 | $14,007-97.9% | $10,614-97.2% | $11,403-97.4% |