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 10-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 | $35,161 | $61,272-42.6% | $149,673-76.5% | $71,457-50.8% |
| Participation rate | 46.8% | 62.5%-15.7pp | 78.8%-32.0pp | 67.9%-21.1pp |
| Annual return | 15.80% | 35.85%-20.0pp | 134.42%-118.6pp | 28.85%-13.0pp |
| Employer contribution / active EE | $1,259 | $2,378-47.0% | $4,818-73.9% | $2,588-51.3% |
| Participant deferral / active EE | $1,916 | $2,917-34.3% | $5,680-66.3% | $4,289-55.3% |
| Admin fee / account holder | $289 | $1,261-77.1% | $13,210-97.8% | $1,587-81.8% |