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 7-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 | $28,168 | $71,050-60.4% | $93,606-69.9% | $80,856-65.2% |
| Participation rate | 44.8% | 60.4%-15.6pp | 68.7%-23.9pp | 67.6%-22.8pp |
| Annual return | 31.04% | 11.26%+19.8pp | 133.20%-102.2pp | 35.59%-4.5pp |
| Employer contribution / active EE | $951 | $1,564-39.2% | $2,420-60.7% | $2,755-65.5% |
| Participant deferral / active EE | $2,839 | $4,034-29.6% | $4,411-35.6% | $4,296-33.9% |
| Admin fee / account holder | $194 | $6,945-97.2% | $8,285-97.7% | $6,918-97.2% |