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 8-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 | $31,808 | $91,190-65.1% | $178,490-82.2% | $79,858-60.2% |
| Participation rate | 45.2% | 69.2%-24.0pp | 81.9%-36.8pp | 69.6%-24.5pp |
| Annual return | 18.88% | 24.19%-5.3pp | 151.07%-132.2pp | 31.71%-12.8pp |
| Employer contribution / active EE | $815 | $3,256-75.0% | $5,011-83.7% | $2,471-67.0% |
| Participant deferral / active EE | $2,005 | $3,236-38.0% | $5,202-61.5% | $3,740-46.4% |
| Admin fee / account holder | $225 | $6,751-96.7% | $13,984-98.4% | $5,306-95.8% |