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 | $34,650 | $176,056-80.3% | $159,436-78.3% | $167,490-79.3% |
| Participation rate | 31.3% | 84.9%-53.7pp | 82.8%-51.6pp | 82.1%-50.9pp |
| Annual return | 26.43% | 331.75%-305.3pp | 263.57%-237.1pp | 478.56%-452.1pp |
| Employer contribution / active EE | $2,188 | $5,297-58.7% | $4,829-54.7% | $4,837-54.8% |
| Participant deferral / active EE | $2,661 | $7,750-65.7% | $7,352-63.8% | $6,341-58.0% |
| Admin fee / account holder | $247 | $12,554-98.0% | $10,799-97.7% | $12,309-98.0% |