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 | $33,466 | $104,974-68.1% | $95,585-65.0% | $142,382-76.5% |
| Participation rate | 37.5% | 75.0%-37.5pp | 72.1%-34.6pp | 80.1%-42.6pp |
| Annual return | 25.55% | 210.33%-184.8pp | 38.56%-13.0pp | 217.08%-191.5pp |
| Employer contribution / active EE | $923 | $2,779-66.8% | $2,527-63.5% | $4,299-78.5% |
| Participant deferral / active EE | $3,355 | $4,352-22.9% | $4,023-16.6% | $6,507-48.4% |
| Admin fee / account holder | $267 | $6,386-95.8% | $6,127-95.6% | $12,624-97.9% |