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 | $45,545 | $179,726-74.7% | $156,263-70.9% | $142,382-68.0% |
| Participation rate | 61.1% | 82.1%-21.0pp | 78.9%-17.8pp | 80.1%-19.0pp |
| Annual return | 23.83% | 77.86%-54.0pp | 59.47%-35.6pp | 217.08%-193.2pp |
| Employer contribution / active EE | $3,250 | $5,069-35.9% | $4,333-25.0% | $4,299-24.4% |
| Participant deferral / active EE | $5,828 | $6,956-16.2% | $6,158-5.4% | $6,507-10.4% |
| Admin fee / account holder | $30 | $17,272-99.8% | $14,255-99.8% | $12,624-99.8% |