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 10-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 | $33,120 | $81,632-59.4% | $70,449-53.0% | $158,922-79.2% |
| Participation rate | 66.7% | 77.7%-11.1pp | 75.1%-8.4pp | 82.0%-15.3pp |
| Annual return | 25.31% | 208.40%-183.1pp | 109.03%-83.7pp | 302.83%-277.5pp |
| Employer contribution / active EE | $4,073 | $3,217+26.6% | $2,737+48.8% | $4,761-14.4% |
| Participant deferral / active EE | $5,933 | $4,554+30.3% | $3,709+60.0% | $5,982-0.8% |
| Admin fee / account holder | $19 | $6,193-99.7% | $3,845-99.5% | $11,246-99.8% |