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 | $62,793 | $148,534-57.7% | $135,903-53.8% | $139,434-55.0% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 30.00% | 79.19%-49.2pp | 68.23%-38.2pp | 372.94%-342.9pp |
| Employer contribution / active EE | $2,496 | $5,243-52.4% | $4,856-48.6% | $4,751-47.5% |
| Participant deferral / active EE | $5,605 | $8,100-30.8% | $7,758-27.8% | $6,710-16.5% |
| Admin fee / account holder | $219 | $12,400-98.2% | $10,762-98.0% | $11,403-98.1% |