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 8-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 | $31,113 | $165,335-81.2% | $149,696-79.2% | $158,922-80.4% |
| Participation rate | 69.2% | 84.6%-15.3pp | 82.5%-13.2pp | 82.0%-12.7pp |
| Annual return | 21.99% | 348.15%-326.2pp | 276.60%-254.6pp | 302.83%-280.8pp |
| Employer contribution / active EE | $1,624 | $5,103-68.2% | $4,644-65.0% | $4,761-65.9% |
| Participant deferral / active EE | $7,075 | $7,181-1.5% | $6,842+3.4% | $5,982+18.3% |
| Admin fee / account holder | $95 | $10,807-99.1% | $9,309-99.0% | $11,246-99.2% |