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 | $78,388 | $117,841-33.5% | $102,423-23.5% | $145,922-46.3% |
| Participation rate | 42.9% | 78.6%-35.7pp | 76.5%-33.6pp | 80.3%-37.4pp |
| Annual return | 11.20% | 31.65%-20.4pp | 29.32%-18.1pp | 561.29%-550.1pp |
| Employer contribution / active EE | $2,813 | $3,615-22.2% | $3,023-7.0% | $4,660-39.6% |
| Participant deferral / active EE | $7,316 | $5,731+27.7% | $5,053+44.8% | $6,688+9.4% |
| Admin fee / account holder | $50 | $13,326-99.6% | $9,451-99.5% | $13,397-99.6% |