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 | $76,094 | $92,985-18.2% | $153,485-50.4% | $80,856-5.9% |
| Participation rate | 46.7% | 69.0%-22.3pp | 77.1%-30.4pp | 67.6%-21.0pp |
| Annual return | 29.19% | 19.95%+9.2pp | 15.65%+13.5pp | 35.59%-6.4pp |
| Employer contribution / active EE | $1,360 | $3,507-61.2% | $5,039-73.0% | $2,755-50.6% |
| Participant deferral / active EE | $3,267 | $5,178-36.9% | $6,757-51.7% | $4,296-24.0% |
| Admin fee / account holder | $188 | $8,880-97.9% | $12,724-98.5% | $6,918-97.3% |