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 | $46,953 | $214,378-78.1% | $200,582-76.6% | $142,382-67.0% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 24.61% | 46.41%-21.8pp | 42.33%-17.7pp | 217.08%-192.5pp |
| Employer contribution / active EE | $5,094 | $6,841-25.5% | $6,419-20.6% | $4,299+18.5% |
| Participant deferral / active EE | $10,156 | $9,865+2.9% | $9,331+8.8% | $6,507+56.1% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |