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 | $15,331 | $54,762-72.0% | $90,281-83.0% | $72,985-79.0% |
| Participation rate | 55.3% | 65.1%-9.9pp | 73.3%-18.0pp | 69.5%-14.2pp |
| Annual return | 25.92% | 30.63%-4.7pp | 78.10%-52.2pp | 81.00%-55.1pp |
| Employer contribution / active EE | $894 | $2,092-57.3% | $2,854-68.7% | $2,440-63.3% |
| Participant deferral / active EE | $1,267 | $2,887-56.1% | $3,885-67.4% | $3,607-64.9% |
| Admin fee / account holder | $0 | $3,972-100.0% | $5,351-100.0% | $5,124-100.0% |