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 | $30,461 | $74,888-59.3% | $71,209-57.2% | $142,382-78.6% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 25.18% | 345.14%-320.0pp | 282.51%-257.3pp | 217.08%-191.9pp |
| Employer contribution / active EE | $2,482 | $2,854-13.0% | $2,721-8.8% | $4,299-42.3% |
| Participant deferral / active EE | $3,251 | $4,454-27.0% | $4,175-22.1% | $6,507-50.0% |
| Admin fee / account holder | $20 | $5,568-99.6% | $5,349-99.6% | $12,624-99.8% |