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 | $69,556 | $51,576+34.9% | $129,207-46.2% | $80,856-14.0% |
| Participation rate | 41.5% | 57.0%-15.4pp | 69.6%-28.1pp | 67.6%-26.1pp |
| Annual return | 13.13% | 20.81%-7.7pp | 9417.33%-9404.2pp | 35.59%-22.5pp |
| Employer contribution / active EE | $1,616 | $1,584+2.0% | $4,153-61.1% | $2,755-41.4% |
| Participant deferral / active EE | $3,355 | $2,669+25.7% | $4,168-19.5% | $4,296-21.9% |
| Admin fee / account holder | $167 | $4,305-96.1% | $7,715-97.8% | $6,918-97.6% |