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 | $26,357 | $56,110-53.0% | $94,993-72.3% | $70,131-62.4% |
| Participation rate | 53.9% | 65.0%-11.1pp | 73.9%-19.9pp | 69.5%-15.6pp |
| Annual return | 15.19% | 51.02%-35.8pp | 27.12%-11.9pp | 73.14%-58.0pp |
| Employer contribution / active EE | $907 | $1,442-37.1% | $2,603-65.2% | $2,342-61.3% |
| Participant deferral / active EE | $1,693 | $2,391-29.2% | $3,317-49.0% | $3,332-49.2% |
| Admin fee / account holder | $114 | $3,456-96.7% | $4,960-97.7% | $4,645-97.5% |