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 | $42,828 | $118,427-63.8% | $66,042-35.2% | $142,382-69.9% |
| Participation rate | 55.6% | 68.1%-12.6pp | 67.5%-12.0pp | 80.1%-24.6pp |
| Annual return | 19.66% | 35.57%-15.9pp | 52.11%-32.4pp | 217.08%-197.4pp |
| Employer contribution / active EE | $1,538 | $2,570-40.2% | $1,579-2.6% | $4,299-64.2% |
| Participant deferral / active EE | $5,340 | $4,311+23.9% | $2,835+88.3% | $6,507-17.9% |
| Admin fee / account holder | $6 | $9,593-99.9% | $5,747-99.9% | $12,624-100.0% |