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 | $47,685 | $148,534-67.9% | $135,903-64.9% | $139,434-65.8% |
| Participation rate | 45.5% | 83.9%-38.4pp | 81.9%-36.5pp | 80.3%-34.9pp |
| Annual return | 21.17% | 79.19%-58.0pp | 68.23%-47.1pp | 372.94%-351.8pp |
| Employer contribution / active EE | $1,657 | $5,243-68.4% | $4,856-65.9% | $4,751-65.1% |
| Participant deferral / active EE | $3,568 | $8,100-56.0% | $7,758-54.0% | $6,710-46.8% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |