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 | $35,994 | $114,381-68.5% | $107,525-66.5% | $142,382-74.7% |
| Participation rate | 44.4% | 78.1%-33.7pp | 75.1%-30.6pp | 80.1%-35.7pp |
| Annual return | 21.76% | 242.71%-220.9pp | 181.32%-159.6pp | 217.08%-195.3pp |
| Employer contribution / active EE | $2,045 | $4,015-49.1% | $3,754-45.5% | $4,299-52.4% |
| Participant deferral / active EE | $2,358 | $5,564-57.6% | $5,116-53.9% | $6,507-63.8% |
| Admin fee / account holder | $32 | $9,860-99.7% | $8,919-99.6% | $12,624-99.7% |