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 | $72,917 | $214,378-66.0% | $200,582-63.6% | $142,382-48.8% |
| Participation rate | 37.5% | 87.4%-49.9pp | 86.9%-49.4pp | 80.1%-42.6pp |
| Annual return | 20.25% | 46.41%-26.2pp | 42.33%-22.1pp | 217.08%-196.8pp |
| Employer contribution / active EE | $2,487 | $6,841-63.6% | $6,419-61.3% | $4,299-42.1% |
| Participant deferral / active EE | $3,218 | $9,865-67.4% | $9,331-65.5% | $6,507-50.6% |
| Admin fee / account holder | $3 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |