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 | $13,682 | $85,022-83.9% | $70,515-80.6% | $139,434-90.2% |
| Participation rate | 68.8% | 73.9%-5.2pp | 68.3%+0.4pp | 80.3%-11.6pp |
| Annual return | 47.88% | 30.38%+17.5pp | 32.77%+15.1pp | 372.94%-325.1pp |
| Employer contribution / active EE | $1,416 | $3,909-63.8% | $2,973-52.4% | $4,751-70.2% |
| Participant deferral / active EE | $5,277 | $5,890-10.4% | $4,567+15.5% | $6,710-21.4% |
| Admin fee / account holder | $182 | $8,906-98.0% | $6,412-97.2% | $11,403-98.4% |