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 6-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 | $35,537 | $104,974-66.1% | $95,585-62.8% | $142,382-75.0% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.1%-22.1pp | 80.1%-30.1pp |
| Annual return | 17.13% | 210.33%-193.2pp | 38.56%-21.4pp | 217.08%-199.9pp |
| Employer contribution / active EE | $957 | $2,779-65.6% | $2,527-62.1% | $4,299-77.7% |
| Participant deferral / active EE | $1,966 | $4,352-54.8% | $4,023-51.1% | $6,507-69.8% |
| Admin fee / account holder | $152 | $6,386-97.6% | $6,127-97.5% | $12,624-98.8% |