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 7-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 | $35,955 | $81,460-55.9% | $103,333-65.2% | $80,856-55.5% |
| Participation rate | 51.8% | 66.8%-15.0pp | 74.5%-22.7pp | 67.6%-15.8pp |
| Annual return | 15.82% | 25.55%-9.7pp | 24.88%-9.1pp | 35.59%-19.8pp |
| Employer contribution / active EE | $1,239 | $3,105-60.1% | $3,868-68.0% | $2,755-55.0% |
| Participant deferral / active EE | $3,630 | $3,869-6.2% | $5,057-28.2% | $4,296-15.5% |
| Admin fee / account holder | $200 | $6,566-97.0% | $8,355-97.6% | $6,918-97.1% |