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 | $37,580 | $58,512-35.8% | $84,015-55.3% | $72,985-48.5% |
| Participation rate | 22.9% | 61.2%-38.4pp | 69.0%-46.2pp | 69.5%-46.6pp |
| Annual return | 18.36% | 28.93%-10.6pp | 71.31%-52.9pp | 81.00%-62.6pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,293 | $2,394-46.0% | $3,239-60.1% | $3,607-64.2% |
| Admin fee / account holder | $13 | $4,569-99.7% | $6,101-99.8% | $5,124-99.7% |