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 | $37,191 | $70,475-47.2% | $100,516-63.0% | $79,858-53.4% |
| Participation rate | 58.7% | 73.7%-15.0pp | 79.4%-20.7pp | 69.6%-10.9pp |
| Annual return | 23.87% | 21.90%+2.0pp | 30.89%-7.0pp | 31.71%-7.8pp |
| Employer contribution / active EE | $1,550 | $2,165-28.4% | $3,418-54.7% | $2,471-37.3% |
| Participant deferral / active EE | $4,058 | $5,181-21.7% | $6,270-35.3% | $3,740+8.5% |
| Admin fee / account holder | $150 | $4,478-96.6% | $8,081-98.1% | $5,306-97.2% |