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 5-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 | $55,019 | $214,378-74.3% | $200,582-72.6% | $142,382-61.4% |
| Participation rate | 31.3% | 87.4%-56.2pp | 86.9%-55.6pp | 80.1%-48.9pp |
| Annual return | 21.76% | 46.41%-24.6pp | 42.33%-20.6pp | 217.08%-195.3pp |
| Employer contribution / active EE | $1,482 | $6,841-78.3% | $6,419-76.9% | $4,299-65.5% |
| Participant deferral / active EE | $3,013 | $9,865-69.5% | $9,331-67.7% | $6,507-53.7% |
| Admin fee / account holder | $197 | $17,692-98.9% | $16,305-98.8% | $12,624-98.4% |