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 | $31,997 | $104,974-69.5% | $95,585-66.5% | $142,382-77.5% |
| Participation rate | 38.9% | 75.0%-36.1pp | 72.1%-33.2pp | 80.1%-41.2pp |
| Annual return | 20.54% | 210.33%-189.8pp | 38.56%-18.0pp | 217.08%-196.5pp |
| Employer contribution / active EE | $903 | $2,779-67.5% | $2,527-64.3% | $4,299-79.0% |
| Participant deferral / active EE | $3,287 | $4,352-24.5% | $4,023-18.3% | $6,507-49.5% |
| Admin fee / account holder | $120 | $6,386-98.1% | $6,127-98.0% | $12,624-99.0% |