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 10-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 | $27,650 | $70,475-60.8% | $100,516-72.5% | $79,858-65.4% |
| Participation rate | 61.5% | 73.7%-12.1pp | 79.4%-17.9pp | 69.6%-8.1pp |
| Annual return | 21.90% | 21.90%0pp | 30.89%-9.0pp | 31.71%-9.8pp |
| Employer contribution / active EE | $1,445 | $2,165-33.3% | $3,418-57.7% | $2,471-41.5% |
| Participant deferral / active EE | $4,010 | $5,181-22.6% | $6,270-36.0% | $3,740+7.2% |
| Admin fee / account holder | $130 | $4,478-97.1% | $8,081-98.4% | $5,306-97.6% |