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 | $67,319 | $80,968-16.9% | $96,544-30.3% | $75,163-10.4% |
| Participation rate | 56.8% | 71.8%-15.0pp | 76.0%-19.2pp | 67.2%-10.4pp |
| Annual return | 24.50% | 27.06%-2.6pp | 25.84%-1.3pp | 160.62%-136.1pp |
| Employer contribution / active EE | $1,889 | $2,282-17.2% | $2,965-36.3% | $2,670-29.2% |
| Participant deferral / active EE | $4,855 | $3,928+23.6% | $4,851+0.1% | $4,125+17.7% |
| Admin fee / account holder | $0 | $6,724-100.0% | $8,252-100.0% | $5,651-100.0% |