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 | $19,366 | $106,515-81.8% | $96,683-80.0% | $139,434-86.1% |
| Participation rate | 62.5% | 77.8%-15.3pp | 74.3%-11.8pp | 80.3%-17.8pp |
| Annual return | 12.06% | 38.43%-26.4pp | 35.69%-23.6pp | 372.94%-360.9pp |
| Employer contribution / active EE | $969 | $4,103-76.4% | $3,737-74.1% | $4,751-79.6% |
| Participant deferral / active EE | $3,020 | $5,454-44.6% | $4,878-38.1% | $6,710-55.0% |
| Admin fee / account holder | $21 | $7,877-99.7% | $6,730-99.7% | $11,403-99.8% |