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 | $30,023 | $159,602-81.2% | $150,045-80.0% | $142,382-78.9% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 25.29% | 70.24%-45.0pp | 62.55%-37.3pp | 217.08%-191.8pp |
| Employer contribution / active EE | $1,355 | $4,961-72.7% | $4,693-71.1% | $4,299-68.5% |
| Participant deferral / active EE | $4,441 | $8,310-46.6% | $7,997-44.5% | $6,507-31.8% |
| Admin fee / account holder | $140 | $14,846-99.1% | $13,435-99.0% | $12,624-98.9% |