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 4-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 | $33,661 | $89,753-62.5% | $107,525-68.7% | $84,808-60.3% |
| Participation rate | 52.3% | 68.1%-15.8pp | 75.1%-22.8pp | 68.3%-16.0pp |
| Annual return | 13.95% | 29.48%-15.5pp | 181.32%-167.4pp | 40.90%-26.9pp |
| Employer contribution / active EE | $1,667 | $3,113-46.5% | $3,754-55.6% | $2,631-36.7% |
| Participant deferral / active EE | $4,114 | $4,056+1.4% | $5,116-19.6% | $4,212-2.3% |
| Admin fee / account holder | $279 | $7,222-96.1% | $8,919-96.9% | $7,344-96.2% |