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 8-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 | $41,823 | $103,376-59.5% | $87,100-52.0% | $152,861-72.6% |
| Participation rate | 60.0% | 79.3%-19.3pp | 76.9%-16.9pp | 82.4%-22.4pp |
| Annual return | 20.71% | 28.10%-7.4pp | 28.19%-7.5pp | 345.32%-324.6pp |
| Employer contribution / active EE | $2,122 | $3,220-34.1% | $2,521-15.8% | $4,762-55.4% |
| Participant deferral / active EE | $5,302 | $4,778+11.0% | $4,049+31.0% | $5,850-9.4% |
| Admin fee / account holder | $152 | $12,205-98.8% | $7,497-98.0% | $11,596-98.7% |