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 3-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 | $91,209 | $74,888+21.8% | $71,209+28.1% | $142,382-35.9% |
| Participation rate | 52.4% | 76.2%-23.8pp | 73.8%-21.4pp | 80.1%-27.7pp |
| Annual return | 16.82% | 345.14%-328.3pp | 282.51%-265.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $1,879 | $2,854-34.2% | $2,721-30.9% | $4,299-56.3% |
| Participant deferral / active EE | $3,873 | $4,454-13.1% | $4,175-7.2% | $6,507-40.5% |
| Admin fee / account holder | $110 | $5,568-98.0% | $5,349-97.9% | $12,624-99.1% |