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 6-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 | $33,342 | $104,974-68.2% | $95,585-65.1% | $142,382-76.6% |
| Participation rate | 38.1% | 75.0%-36.9pp | 72.1%-34.0pp | 80.1%-42.0pp |
| Annual return | 18.51% | 210.33%-191.8pp | 38.56%-20.1pp | 217.08%-198.6pp |
| Employer contribution / active EE | $377 | $2,779-86.4% | $2,527-85.1% | $4,299-91.2% |
| Participant deferral / active EE | $1,638 | $4,352-62.4% | $4,023-59.3% | $6,507-74.8% |
| Admin fee / account holder | $24 | $6,386-99.6% | $6,127-99.6% | $12,624-99.8% |