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 | $36,674 | $74,888-51.0% | $71,209-48.5% | $142,382-74.2% |
| Participation rate | 46.7% | 76.2%-29.6pp | 73.8%-27.1pp | 80.1%-33.5pp |
| Annual return | 27.92% | 345.14%-317.2pp | 282.51%-254.6pp | 217.08%-189.2pp |
| Employer contribution / active EE | $1,511 | $2,854-47.1% | $2,721-44.5% | $4,299-64.9% |
| Participant deferral / active EE | $8,122 | $4,454+82.3% | $4,175+94.5% | $6,507+24.8% |
| Admin fee / account holder | $130 | $5,568-97.7% | $5,349-97.6% | $12,624-99.0% |