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 5-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 | $23,196 | $81,460-71.5% | $103,333-77.6% | $80,856-71.3% |
| Participation rate | 35.5% | 66.8%-31.3pp | 74.5%-39.0pp | 67.6%-32.1pp |
| Annual return | 14.86% | 25.55%-10.7pp | 24.88%-10.0pp | 35.59%-20.7pp |
| Employer contribution / active EE | $886 | $3,105-71.5% | $3,868-77.1% | $2,755-67.8% |
| Participant deferral / active EE | $1,756 | $3,869-54.6% | $5,057-65.3% | $4,296-59.1% |
| Admin fee / account holder | $258 | $6,566-96.1% | $8,355-96.9% | $6,918-96.3% |