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 | $55,093 | $117,983-53.3% | $101,794-45.9% | $142,382-61.3% |
| Participation rate | 26.1% | 74.2%-48.1pp | 69.2%-43.1pp | 80.1%-54.0pp |
| Annual return | 19.65% | 36.92%-17.3pp | 30.53%-10.9pp | 217.08%-197.4pp |
| Employer contribution / active EE | $803 | $2,773-71.1% | $2,289-64.9% | $4,299-81.3% |
| Participant deferral / active EE | $1,801 | $4,714-61.8% | $4,084-55.9% | $6,507-72.3% |
| Admin fee / account holder | $198 | $10,433-98.1% | $8,777-97.7% | $12,624-98.4% |