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 6-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 | $26,165 | $80,717-67.6% | $154,803-83.1% | $84,808-69.1% |
| Participation rate | 53.6% | 66.8%-13.2pp | 78.1%-24.5pp | 68.3%-14.7pp |
| Annual return | 18.47% | 37.96%-19.5pp | 58.88%-40.4pp | 40.90%-22.4pp |
| Employer contribution / active EE | $1,277 | $2,761-53.7% | $4,305-70.3% | $2,631-51.5% |
| Participant deferral / active EE | $2,613 | $3,303-20.9% | $5,540-52.8% | $4,212-38.0% |
| Admin fee / account holder | $30 | $6,746-99.6% | $14,329-99.8% | $7,344-99.6% |