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 | $33,215 | $80,717-58.9% | $154,803-78.5% | $84,808-60.8% |
| Participation rate | 55.3% | 66.8%-11.5pp | 78.1%-22.8pp | 68.3%-13.0pp |
| Annual return | 23.37% | 37.96%-14.6pp | 58.88%-35.5pp | 40.90%-17.5pp |
| Employer contribution / active EE | $1,526 | $2,761-44.8% | $4,305-64.6% | $2,631-42.0% |
| Participant deferral / active EE | $3,888 | $3,303+17.7% | $5,540-29.8% | $4,212-7.7% |
| Admin fee / account holder | $114 | $6,746-98.3% | $14,329-99.2% | $7,344-98.5% |