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 | $16,846 | $106,515-84.2% | $96,683-82.6% | $139,434-87.9% |
| Participation rate | 46.7% | 77.8%-31.2pp | 74.3%-27.7pp | 80.3%-33.7pp |
| Annual return | 40.19% | 38.43%+1.8pp | 35.69%+4.5pp | 372.94%-332.8pp |
| Employer contribution / active EE | $2,223 | $4,103-45.8% | $3,737-40.5% | $4,751-53.2% |
| Participant deferral / active EE | $2,754 | $5,454-49.5% | $4,878-43.5% | $6,710-59.0% |
| Admin fee / account holder | $37 | $7,877-99.5% | $6,730-99.4% | $11,403-99.7% |