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 | $34,277 | $89,753-61.8% | $107,525-68.1% | $84,808-59.6% |
| Participation rate | 61.7% | 68.1%-6.4pp | 75.1%-13.4pp | 68.3%-6.6pp |
| Annual return | 22.09% | 29.48%-7.4pp | 181.32%-159.2pp | 40.90%-18.8pp |
| Employer contribution / active EE | $2,128 | $3,113-31.7% | $3,754-43.3% | $2,631-19.1% |
| Participant deferral / active EE | $3,641 | $4,056-10.2% | $5,116-28.8% | $4,212-13.5% |
| Admin fee / account holder | $195 | $7,222-97.3% | $8,919-97.8% | $7,344-97.4% |