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 | $29,681 | $117,983-74.8% | $101,794-70.8% | $142,382-79.2% |
| Participation rate | 36.4% | 74.2%-37.9pp | 69.2%-32.8pp | 80.1%-43.8pp |
| Annual return | 18.77% | 36.92%-18.1pp | 30.53%-11.8pp | 217.08%-198.3pp |
| Employer contribution / active EE | $860 | $2,773-69.0% | $2,289-62.4% | $4,299-80.0% |
| Participant deferral / active EE | $2,413 | $4,714-48.8% | $4,084-40.9% | $6,507-62.9% |
| Admin fee / account holder | $42 | $10,433-99.6% | $8,777-99.5% | $12,624-99.7% |