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 | $43,154 | $80,673-46.5% | $101,326-57.4% | $84,808-49.1% |
| Participation rate | 39.4% | 77.8%-38.4pp | 81.5%-42.1pp | 68.3%-28.9pp |
| Annual return | 24.88% | 38.95%-14.1pp | 36.82%-11.9pp | 40.90%-16.0pp |
| Employer contribution / active EE | $1,769 | $2,698-34.4% | $3,665-51.7% | $2,631-32.8% |
| Participant deferral / active EE | $3,959 | $6,840-42.1% | $7,994-50.5% | $4,212-6.0% |
| Admin fee / account holder | $261 | $12,784-98.0% | $11,185-97.7% | $7,344-96.5% |