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 | $36,821 | $127,065-71.0% | $113,168-67.5% | $142,382-74.1% |
| Participation rate | 55.0% | 79.2%-24.2pp | 76.6%-21.6pp | 80.1%-25.1pp |
| Annual return | 19.65% | 24.03%-4.4pp | 24.27%-4.6pp | 217.08%-197.4pp |
| Employer contribution / active EE | $1,676 | $3,442-51.3% | $2,975-43.7% | $4,299-61.0% |
| Participant deferral / active EE | $3,730 | $5,716-34.7% | $5,107-27.0% | $6,507-42.7% |
| Admin fee / account holder | $254 | $15,736-98.4% | $12,068-97.9% | $12,624-98.0% |