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 | $17,202 | $110,261-84.4% | $95,745-82.0% | $139,434-87.7% |
| Participation rate | 50.0% | 75.8%-25.8pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 21.17% | 27.11%-5.9pp | 28.35%-7.2pp | 372.94%-351.8pp |
| Employer contribution / active EE | $972 | $3,257-70.2% | $2,835-65.7% | $4,751-79.5% |
| Participant deferral / active EE | $1,954 | $4,676-58.2% | $4,245-54.0% | $6,710-70.9% |
| Admin fee / account holder | $56 | $6,613-99.2% | $5,678-99.0% | $11,403-99.5% |