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 | $40,086 | $114,381-65.0% | $107,525-62.7% | $142,382-71.8% |
| Participation rate | 63.2% | 78.1%-15.0pp | 75.1%-11.9pp | 80.1%-17.0pp |
| Annual return | 16.77% | 242.71%-225.9pp | 181.32%-164.5pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,239 | $4,015-44.2% | $3,754-40.4% | $4,299-47.9% |
| Participant deferral / active EE | $5,562 | $5,5640% | $5,116+8.7% | $6,507-14.5% |
| Admin fee / account holder | $69 | $9,860-99.3% | $8,919-99.2% | $12,624-99.5% |