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 | $23,553 | $99,919-76.4% | - | $158,922-85.2% |
| Participation rate | 33.3% | 71.6%-38.2pp | - | 82.0%-48.6pp |
| Annual return | 20.20% | 35.31%-15.1pp | - | 302.83%-282.6pp |
| Employer contribution / active EE | $845 | $3,686-77.1% | - | $4,761-82.2% |
| Participant deferral / active EE | $845 | $4,771-82.3% | - | $5,982-85.9% |
| Admin fee / account holder | $78 | $2,820-97.3% | - | $11,246-99.3% |