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 | $28,287 | $62,573-54.8% | $85,682-67.0% | $85,850-67.1% |
| Participation rate | 54.8% | 61.1%-6.3pp | 69.9%-15.0pp | 69.3%-14.5pp |
| Annual return | 23.26% | 23.77%-0.5pp | 21.49%+1.8pp | 318.53%-295.3pp |
| Employer contribution / active EE | $1,562 | $1,757-11.1% | $2,618-40.4% | $2,565-39.1% |
| Participant deferral / active EE | $3,110 | $2,802+11.0% | $3,923-20.7% | $3,952-21.3% |
| Admin fee / account holder | $106 | $4,640-97.7% | $6,873-98.5% | $6,260-98.3% |