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 | $32,707 | $179,726-81.8% | $156,263-79.1% | $142,382-77.0% |
| Participation rate | 52.4% | 82.1%-29.7pp | 78.9%-26.5pp | 80.1%-27.7pp |
| Annual return | 24.51% | 77.86%-53.4pp | 59.47%-35.0pp | 217.08%-192.6pp |
| Employer contribution / active EE | $2,075 | $5,069-59.1% | $4,333-52.1% | $4,299-51.7% |
| Participant deferral / active EE | $4,008 | $6,956-42.4% | $6,158-34.9% | $6,507-38.4% |
| Admin fee / account holder | $281 | $17,272-98.4% | $14,255-98.0% | $12,624-97.8% |