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 4-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 | $38,825 | $133,922-71.0% | $116,228-66.6% | $142,382-72.7% |
| Participation rate | 39.1% | 77.9%-38.7pp | 74.6%-35.4pp | 80.1%-41.0pp |
| Annual return | 17.61% | 147.76%-130.1pp | 90.06%-72.4pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,059 | $3,446-69.3% | $2,994-64.6% | $4,299-75.4% |
| Participant deferral / active EE | $3,106 | $5,672-45.2% | $4,953-37.3% | $6,507-52.3% |
| Admin fee / account holder | $158 | $14,945-98.9% | $11,989-98.7% | $12,624-98.7% |