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 3-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 | $36,450 | $86,929-58.1% | $102,423-64.4% | $80,856-54.9% |
| Participation rate | 30.0% | 72.4%-42.4pp | 76.5%-46.5pp | 67.6%-37.6pp |
| Annual return | 15.64% | 18.88%-3.2pp | 29.32%-13.7pp | 35.59%-20.0pp |
| Employer contribution / active EE | $1,111 | $2,369-53.1% | $3,023-63.2% | $2,755-59.7% |
| Participant deferral / active EE | $3,246 | $4,118-21.2% | $5,053-35.8% | $4,296-24.4% |
| Admin fee / account holder | $20 | $8,049-99.8% | $9,451-99.8% | $6,918-99.7% |