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 | $32,311 | $77,899-58.5% | $149,673-78.4% | $75,163-57.0% |
| Participation rate | 30.0% | 65.6%-35.6pp | 78.8%-48.8pp | 67.2%-37.2pp |
| Annual return | 18.17% | 31.72%-13.6pp | 134.42%-116.2pp | 160.62%-142.5pp |
| Employer contribution / active EE | $583 | $3,137-81.4% | $4,818-87.9% | $2,670-78.2% |
| Participant deferral / active EE | $1,458 | $3,411-57.3% | $5,680-74.3% | $4,125-64.7% |
| Admin fee / account holder | $281 | $5,956-95.3% | $13,210-97.9% | $5,651-95.0% |