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 9-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 | $36,835 | $77,503-52.5% | $100,391-63.3% | $80,856-54.4% |
| Participation rate | 50.0% | 76.9%-26.9pp | 81.5%-31.5pp | 67.6%-17.6pp |
| Annual return | 14.71% | 37.20%-22.5pp | 49.20%-34.5pp | 35.59%-20.9pp |
| Employer contribution / active EE | $1,982 | $2,801-29.2% | $3,942-49.7% | $2,755-28.0% |
| Participant deferral / active EE | $3,580 | $6,820-47.5% | $8,082-55.7% | $4,296-16.7% |
| Admin fee / account holder | $200 | $5,897-96.6% | $7,899-97.5% | $6,918-97.1% |