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 | $10,535 | $108,172-90.3% | $77,482-86.4% | $158,922-93.4% |
| Participation rate | 55.6% | 64.4%-8.9pp | 54.2%+1.4pp | 82.0%-26.4pp |
| Annual return | 24.68% | 31.67%-7.0pp | 54.79%-30.1pp | 302.83%-278.1pp |
| Employer contribution / active EE | $1,171 | $1,325-11.6% | $986+18.7% | $4,761-75.4% |
| Participant deferral / active EE | $1,494 | $2,456-39.2% | $1,861-19.7% | $5,982-75.0% |
| Admin fee / account holder | $30 | $3,708-99.2% | $2,858-99.0% | $11,246-99.7% |