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 | $38,919 | $111,754-65.2% | $103,333-62.3% | $145,922-73.3% |
| Participation rate | 31.6% | 77.9%-46.4pp | 74.5%-42.9pp | 80.3%-48.7pp |
| Annual return | 15.90% | 24.77%-8.9pp | 24.88%-9.0pp | 561.29%-545.4pp |
| Employer contribution / active EE | $1,294 | $4,212-69.3% | $3,868-66.5% | $4,660-72.2% |
| Participant deferral / active EE | $4,216 | $5,619-25.0% | $5,057-16.6% | $6,688-37.0% |
| Admin fee / account holder | $154 | $9,750-98.4% | $8,355-98.2% | $13,397-98.9% |