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 8-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 | $20,802 | $37,426-44.4% | $77,482-73.2% | $79,858-74.0% |
| Participation rate | 37.5% | 41.5%-4.0pp | 54.2%-16.7pp | 69.6%-32.1pp |
| Annual return | 27.77% | 39.70%-11.9pp | 54.79%-27.0pp | 31.71%-3.9pp |
| Employer contribution / active EE | $730 | $637+14.6% | $986-26.0% | $2,471-70.5% |
| Participant deferral / active EE | $2,346 | $1,260+86.2% | $1,861+26.0% | $3,740-37.3% |
| Admin fee / account holder | $62 | $2,504-97.5% | $2,858-97.8% | $5,306-98.8% |