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 | $33,132 | $60,022-44.8% | $88,946-62.7% | $84,808-60.9% |
| Participation rate | 20.5% | 57.8%-37.3pp | 68.8%-48.3pp | 68.3%-47.8pp |
| Annual return | 19.99% | 22.43%-2.4pp | 57.82%-37.8pp | 40.90%-20.9pp |
| Employer contribution / active EE | $561 | $1,703-67.1% | $2,555-78.0% | $2,631-78.7% |
| Participant deferral / active EE | $1,840 | $3,114-40.9% | $4,581-59.8% | $4,212-56.3% |
| Admin fee / account holder | $0 | $4,811-100.0% | $8,261-100.0% | $7,344-100.0% |