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 5-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 | $21,311 | $110,261-80.7% | $95,745-77.7% | $139,434-84.7% |
| Participation rate | 61.9% | 75.8%-13.8pp | 72.3%-10.4pp | 80.3%-18.4pp |
| Annual return | 26.62% | 27.11%-0.5pp | 28.35%-1.7pp | 372.94%-346.3pp |
| Employer contribution / active EE | $1,505 | $3,257-53.8% | $2,835-46.9% | $4,751-68.3% |
| Participant deferral / active EE | $4,211 | $4,676-9.9% | $4,245-0.8% | $6,710-37.2% |
| Admin fee / account holder | $177 | $6,613-97.3% | $5,678-96.9% | $11,403-98.4% |