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 6-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 | $48,480 | $148,534-67.4% | $135,903-64.3% | $139,434-65.2% |
| Participation rate | 55.6% | 83.9%-28.3pp | 81.9%-26.4pp | 80.3%-24.8pp |
| Annual return | 22.53% | 79.19%-56.7pp | 68.23%-45.7pp | 372.94%-350.4pp |
| Employer contribution / active EE | $2,017 | $5,243-61.5% | $4,856-58.5% | $4,751-57.5% |
| Participant deferral / active EE | $4,581 | $8,100-43.4% | $7,758-40.9% | $6,710-31.7% |
| Admin fee / account holder | $223 | $12,400-98.2% | $10,762-97.9% | $11,403-98.0% |