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 | $47,508 | $159,602-70.2% | $150,045-68.3% | $142,382-66.6% |
| Participation rate | 35.3% | 84.0%-48.7pp | 82.3%-47.0pp | 80.1%-44.8pp |
| Annual return | 24.08% | 70.24%-46.2pp | 62.55%-38.5pp | 217.08%-193.0pp |
| Employer contribution / active EE | $1,330 | $4,961-73.2% | $4,693-71.7% | $4,299-69.1% |
| Participant deferral / active EE | $4,799 | $8,310-42.3% | $7,997-40.0% | $6,507-26.3% |
| Admin fee / account holder | $205 | $14,846-98.6% | $13,435-98.5% | $12,624-98.4% |