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 | $41,713 | $54,705-23.8% | $71,209-41.4% | $84,808-50.8% |
| Participation rate | 34.5% | 64.1%-29.6pp | 73.8%-39.3pp | 68.3%-33.8pp |
| Annual return | 20.48% | 35.90%-15.4pp | 282.51%-262.0pp | 40.90%-20.4pp |
| Employer contribution / active EE | $1,199 | $2,158-44.4% | $2,721-55.9% | $2,631-54.4% |
| Participant deferral / active EE | $3,136 | $3,030+3.5% | $4,175-24.9% | $4,212-25.5% |
| Admin fee / account holder | $0 | $4,863-100.0% | $5,349-100.0% | $7,344-100.0% |