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 3-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 | $32,627 | $89,753-63.6% | $107,525-69.7% | $84,808-61.5% |
| Participation rate | 41.4% | 68.1%-26.7pp | 75.1%-33.7pp | 68.3%-26.9pp |
| Annual return | 21.95% | 29.48%-7.5pp | 181.32%-159.4pp | 40.90%-19.0pp |
| Employer contribution / active EE | $1,378 | $3,113-55.7% | $3,754-63.3% | $2,631-47.6% |
| Participant deferral / active EE | $2,894 | $4,056-28.6% | $5,116-43.4% | $4,212-31.3% |
| Admin fee / account holder | $118 | $7,222-98.4% | $8,919-98.7% | $7,344-98.4% |