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 5-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 | $19,997 | $57,016-64.9% | $84,966-76.5% | $80,856-75.3% |
| Participation rate | 40.9% | 56.3%-15.4pp | 67.5%-26.6pp | 67.6%-26.7pp |
| Annual return | 18.19% | 21.66%-3.5pp | 66.38%-48.2pp | 35.59%-17.4pp |
| Employer contribution / active EE | $844 | $1,798-53.0% | $2,727-69.1% | $2,755-69.4% |
| Participant deferral / active EE | $1,359 | $3,110-56.3% | $4,519-69.9% | $4,296-68.4% |
| Admin fee / account holder | $146 | $4,980-97.1% | $6,149-97.6% | $6,918-97.9% |