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 | $60,319 | $159,602-62.2% | $150,045-59.8% | $142,382-57.6% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.3%-42.3pp | 80.1%-40.1pp |
| Annual return | 24.36% | 70.24%-45.9pp | 62.55%-38.2pp | 217.08%-192.7pp |
| Employer contribution / active EE | $2,455 | $4,961-50.5% | $4,693-47.7% | $4,299-42.9% |
| Participant deferral / active EE | $5,996 | $8,310-27.8% | $7,997-25.0% | $6,507-7.9% |
| Admin fee / account holder | $230 | $14,846-98.5% | $13,435-98.3% | $12,624-98.2% |