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 | $23,675 | $54,705-56.7% | $71,209-66.8% | $84,808-72.1% |
| Participation rate | 39.3% | 64.1%-24.8pp | 73.8%-34.5pp | 68.3%-29.0pp |
| Annual return | 18.21% | 35.90%-17.7pp | 282.51%-264.3pp | 40.90%-22.7pp |
| Employer contribution / active EE | $490 | $2,158-77.3% | $2,721-82.0% | $2,631-81.4% |
| Participant deferral / active EE | $1,609 | $3,030-46.9% | $4,175-61.5% | $4,212-61.8% |
| Admin fee / account holder | $111 | $4,863-97.7% | $5,349-97.9% | $7,344-98.5% |