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 | $34,760 | $95,266-63.5% | $82,389-57.8% | $142,382-75.6% |
| Participation rate | 41.2% | 74.5%-33.3pp | 69.5%-28.4pp | 80.1%-38.9pp |
| Annual return | 17.85% | 25.74%-7.9pp | 28.67%-10.8pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,375 | $2,991-54.0% | $2,517-45.4% | $4,299-68.0% |
| Participant deferral / active EE | $3,369 | $4,809-30.0% | $4,155-18.9% | $6,507-48.2% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |