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 3-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 | $16,960 | $117,983-85.6% | $101,794-83.3% | $142,382-88.1% |
| Participation rate | 45.5% | 74.2%-28.8pp | 69.2%-23.7pp | 80.1%-34.7pp |
| Annual return | 21.16% | 36.92%-15.8pp | 30.53%-9.4pp | 217.08%-195.9pp |
| Employer contribution / active EE | $1,108 | $2,773-60.1% | $2,289-51.6% | $4,299-74.2% |
| Participant deferral / active EE | $2,150 | $4,714-54.4% | $4,084-47.3% | $6,507-67.0% |
| Admin fee / account holder | $161 | $10,433-98.5% | $8,777-98.2% | $12,624-98.7% |