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 7-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 | $24,573 | $111,754-78.0% | $103,333-76.2% | $145,922-83.2% |
| Participation rate | 36.4% | 77.9%-41.6pp | 74.5%-38.1pp | 80.3%-43.9pp |
| Annual return | 12.07% | 24.77%-12.7pp | 24.88%-12.8pp | 561.29%-549.2pp |
| Employer contribution / active EE | $976 | $4,212-76.8% | $3,868-74.8% | $4,660-79.0% |
| Participant deferral / active EE | $1,953 | $5,619-65.2% | $5,057-61.4% | $6,688-70.8% |
| Admin fee / account holder | $293 | $9,750-97.0% | $8,355-96.5% | $13,397-97.8% |