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 | $9,736 | $51,175-81.0% | $70,515-86.2% | $75,163-87.0% |
| Participation rate | 32.7% | 60.9%-28.2pp | 68.3%-35.7pp | 67.2%-34.5pp |
| Annual return | 23.59% | 30.02%-6.4pp | 32.77%-9.2pp | 160.62%-137.0pp |
| Employer contribution / active EE | $532 | $1,826-70.8% | $2,973-82.1% | $2,670-80.1% |
| Participant deferral / active EE | $1,274 | $2,849-55.3% | $4,567-72.1% | $4,125-69.1% |
| Admin fee / account holder | $32 | $4,091-99.2% | $6,412-99.5% | $5,651-99.4% |