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 3-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 | $46,734 | $177,572-73.7% | $154,803-69.8% | $142,382-67.2% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 19.68% | 65.07%-45.4pp | 58.88%-39.2pp | 217.08%-197.4pp |
| Employer contribution / active EE | $4,456 | $4,810-7.4% | $4,305+3.5% | $4,299+3.7% |
| Participant deferral / active EE | $3,876 | $6,272-38.2% | $5,540-30.0% | $6,507-40.4% |
| Admin fee / account holder | $151 | $16,786-99.1% | $14,329-98.9% | $12,624-98.8% |