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 3-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 | $42,511 | $117,983-64.0% | $101,794-58.2% | $142,382-70.1% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.2%-19.2pp | 80.1%-30.1pp |
| Annual return | 19.59% | 36.92%-17.3pp | 30.53%-10.9pp | 217.08%-197.5pp |
| Employer contribution / active EE | $2,684 | $2,773-3.2% | $2,289+17.3% | $4,299-37.6% |
| Participant deferral / active EE | $4,747 | $4,714+0.7% | $4,084+16.2% | $6,507-27.1% |
| Admin fee / account holder | $251 | $10,433-97.6% | $8,777-97.1% | $12,624-98.0% |