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 | $43,796 | $106,515-58.9% | $96,683-54.7% | $139,434-68.6% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 17.93% | 38.43%-20.5pp | 35.69%-17.8pp | 372.94%-355.0pp |
| Employer contribution / active EE | $1,339 | $4,103-67.4% | $3,737-64.2% | $4,751-71.8% |
| Participant deferral / active EE | $4,336 | $5,454-20.5% | $4,878-11.1% | $6,710-35.4% |
| Admin fee / account holder | $297 | $7,877-96.2% | $6,730-95.6% | $11,403-97.4% |