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 | $52,249 | $114,381-54.3% | $107,525-51.4% | $142,382-63.3% |
| Participation rate | 57.1% | 78.1%-21.0pp | 75.1%-17.9pp | 80.1%-23.0pp |
| Annual return | 22.81% | 242.71%-219.9pp | 181.32%-158.5pp | 217.08%-194.3pp |
| Employer contribution / active EE | $2,133 | $4,015-46.9% | $3,754-43.2% | $4,299-50.4% |
| Participant deferral / active EE | $6,295 | $5,564+13.1% | $5,116+23.1% | $6,507-3.3% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |