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 | $43,423 | $100,773-56.9% | $88,946-51.2% | $142,382-69.5% |
| Participation rate | 33.3% | 74.3%-41.0pp | 68.8%-35.5pp | 80.1%-46.8pp |
| Annual return | 17.03% | 70.18%-53.2pp | 57.82%-40.8pp | 217.08%-200.0pp |
| Employer contribution / active EE | $2,061 | $2,918-29.4% | $2,555-19.3% | $4,299-52.1% |
| Participant deferral / active EE | $6,540 | $5,230+25.0% | $4,581+42.8% | $6,507+0.5% |
| Admin fee / account holder | $208 | $9,693-97.9% | $8,261-97.5% | $12,624-98.4% |