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 4-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 | $34,553 | $109,881-68.6% | $150,045-77.0% | $84,808-59.3% |
| Participation rate | 66.2% | 76.1%-9.9pp | 82.3%-16.1pp | 68.3%-2.1pp |
| Annual return | 59.49% | 28.25%+31.2pp | 62.55%-3.1pp | 40.90%+18.6pp |
| Employer contribution / active EE | $2,796 | $3,561-21.5% | $4,693-40.4% | $2,631+6.3% |
| Participant deferral / active EE | $5,031 | $6,636-24.2% | $7,997-37.1% | $4,212+19.5% |
| Admin fee / account holder | $94 | $8,568-98.9% | $13,435-99.3% | $7,344-98.7% |