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 5-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 | $22,022 | $106,515-79.3% | $96,683-77.2% | $139,434-84.2% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 25.09% | 38.43%-13.3pp | 35.69%-10.6pp | 372.94%-347.9pp |
| Employer contribution / active EE | $2,506 | $4,103-38.9% | $3,737-32.9% | $4,751-47.3% |
| Participant deferral / active EE | $4,742 | $5,454-13.1% | $4,878-2.8% | $6,710-29.3% |
| Admin fee / account holder | $72 | $7,877-99.1% | $6,730-98.9% | $11,403-99.4% |