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 | $38,627 | $210,648-81.7% | $177,989-78.3% | $145,922-73.5% |
| Participation rate | 35.7% | 80.8%-45.0pp | 77.1%-41.4pp | 80.3%-44.6pp |
| Annual return | 27.35% | 385.86%-358.5pp | 294.48%-267.1pp | 561.29%-533.9pp |
| Employer contribution / active EE | $1,261 | $4,565-72.4% | $3,949-68.1% | $4,660-72.9% |
| Participant deferral / active EE | $6,388 | $6,958-8.2% | $6,276+1.8% | $6,688-4.5% |
| Admin fee / account holder | $140 | $12,013-98.8% | $10,363-98.6% | $13,397-99.0% |