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 | $28,876 | $163,101-82.3% | $136,749-78.9% | $142,382-79.7% |
| Participation rate | 33.3% | 78.2%-44.9pp | 72.1%-38.8pp | 80.1%-46.8pp |
| Annual return | 18.63% | 27.54%-8.9pp | 24.33%-5.7pp | 217.08%-198.4pp |
| Employer contribution / active EE | $981 | $4,117-76.2% | $3,400-71.1% | $4,299-77.2% |
| Participant deferral / active EE | $1,635 | $5,585-70.7% | $4,692-65.2% | $6,507-74.9% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |