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 9-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 | $35,370 | $148,534-76.2% | $135,903-74.0% | $139,434-74.6% |
| Participation rate | 41.7% | 83.9%-42.2pp | 81.9%-40.2pp | 80.3%-38.7pp |
| Annual return | 20.78% | 79.19%-58.4pp | 68.23%-47.4pp | 372.94%-352.2pp |
| Employer contribution / active EE | $1,239 | $5,243-76.4% | $4,856-74.5% | $4,751-73.9% |
| Participant deferral / active EE | $2,533 | $8,100-68.7% | $7,758-67.3% | $6,710-62.2% |
| Admin fee / account holder | $167 | $12,400-98.7% | $10,762-98.5% | $11,403-98.5% |