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 | $25,880 | $177,572-85.4% | $154,803-83.3% | $142,382-81.8% |
| Participation rate | 30.0% | 82.1%-52.1pp | 78.1%-48.1pp | 80.1%-50.1pp |
| Annual return | 26.80% | 65.07%-38.3pp | 58.88%-32.1pp | 217.08%-190.3pp |
| Employer contribution / active EE | $926 | $4,810-80.8% | $4,305-78.5% | $4,299-78.5% |
| Participant deferral / active EE | $2,629 | $6,272-58.1% | $5,540-52.6% | $6,507-59.6% |
| Admin fee / account holder | $40 | $16,786-99.8% | $14,329-99.7% | $12,624-99.7% |