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 | $21,270 | $37,426-43.2% | $77,482-72.5% | $79,858-73.4% |
| Participation rate | 66.7% | 41.5%+25.2pp | 54.2%+12.5pp | 69.6%-3.0pp |
| Annual return | 58.93% | 39.70%+19.2pp | 54.79%+4.1pp | 31.71%+27.2pp |
| Employer contribution / active EE | $4,070 | $637+539.3% | $986+312.6% | $2,471+64.7% |
| Participant deferral / active EE | $1,330 | $1,260+5.6% | $1,861-28.5% | $3,740-64.4% |
| Admin fee / account holder | $250 | $2,504-90.0% | $2,858-91.2% | $5,306-95.3% |