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 | $36,964 | $74,888-50.6% | $71,209-48.1% | $142,382-74.0% |
| Participation rate | 54.2% | 76.2%-22.1pp | 73.8%-19.6pp | 80.1%-26.0pp |
| Annual return | 20.94% | 345.14%-324.2pp | 282.51%-261.6pp | 217.08%-196.1pp |
| Employer contribution / active EE | $1,032 | $2,854-63.9% | $2,721-62.1% | $4,299-76.0% |
| Participant deferral / active EE | $2,330 | $4,454-47.7% | $4,175-44.2% | $6,507-64.2% |
| Admin fee / account holder | $148 | $5,568-97.3% | $5,349-97.2% | $12,624-98.8% |