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 | $45,695 | $177,572-74.3% | $154,803-70.5% | $142,382-67.9% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.1%-18.1pp | 80.1%-20.1pp |
| Annual return | 25.61% | 65.07%-39.5pp | 58.88%-33.3pp | 217.08%-191.5pp |
| Employer contribution / active EE | $1,562 | $4,810-67.5% | $4,305-63.7% | $4,299-63.7% |
| Participant deferral / active EE | $6,210 | $6,272-1.0% | $5,540+12.1% | $6,507-4.6% |
| Admin fee / account holder | $20 | $16,786-99.9% | $14,329-99.9% | $12,624-99.8% |