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 5-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 | $20,968 | $117,983-82.2% | $101,794-79.4% | $142,382-85.3% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 22.67% | 36.92%-14.3pp | 30.53%-7.9pp | 217.08%-194.4pp |
| Employer contribution / active EE | $2,260 | $2,773-18.5% | $2,289-1.3% | $4,299-47.4% |
| Participant deferral / active EE | $4,061 | $4,714-13.8% | $4,084-0.6% | $6,507-37.6% |
| Admin fee / account holder | $193 | $10,433-98.2% | $8,777-97.8% | $12,624-98.5% |