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 | $34,848 | $114,381-69.5% | $107,525-67.6% | $142,382-75.5% |
| Participation rate | 55.0% | 78.1%-23.1pp | 75.1%-20.1pp | 80.1%-25.1pp |
| Annual return | 24.97% | 242.71%-217.7pp | 181.32%-156.3pp | 217.08%-192.1pp |
| Employer contribution / active EE | $2,667 | $4,015-33.6% | $3,754-29.0% | $4,299-38.0% |
| Participant deferral / active EE | $4,625 | $5,564-16.9% | $5,116-9.6% | $6,507-28.9% |
| Admin fee / account holder | $249 | $9,860-97.5% | $8,919-97.2% | $12,624-98.0% |