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 8-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 | $28,950 | $84,233-65.6% | $170,442-83.0% | $70,131-58.7% |
| Participation rate | 25.0% | 70.8%-45.8pp | 83.6%-58.6pp | 69.5%-44.5pp |
| Annual return | 18.34% | 23.06%-4.7pp | 205.93%-187.6pp | 73.14%-54.8pp |
| Employer contribution / active EE | $3,220 | $3,387-4.9% | $5,433-40.7% | $2,342+37.5% |
| Participant deferral / active EE | $1,891 | $3,086-38.7% | $4,939-61.7% | $3,332-43.2% |
| Admin fee / account holder | $4 | $5,698-99.9% | $13,880-100.0% | $4,645-99.9% |