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 | $49,242 | $110,257-55.3% | $96,544-49.0% | $139,434-64.7% |
| Participation rate | 37.5% | 78.1%-40.6pp | 76.0%-38.5pp | 80.3%-42.8pp |
| Annual return | 28.69% | 26.32%+2.4pp | 25.84%+2.8pp | 372.94%-344.3pp |
| Employer contribution / active EE | $2,728 | $3,620-24.6% | $2,965-8.0% | $4,751-42.6% |
| Participant deferral / active EE | $6,515 | $5,548+17.4% | $4,851+34.3% | $6,710-2.9% |
| Admin fee / account holder | $42 | $11,591-99.6% | $8,252-99.5% | $11,403-99.6% |