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 4-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 | $13,573 | $80,717-83.2% | $154,803-91.2% | $84,808-84.0% |
| Participation rate | 63.3% | 66.8%-3.5pp | 78.1%-14.7pp | 68.3%-5.0pp |
| Annual return | 18.33% | 37.96%-19.6pp | 58.88%-40.5pp | 40.90%-22.6pp |
| Employer contribution / active EE | $1,281 | $2,761-53.6% | $4,305-70.2% | $2,631-51.3% |
| Participant deferral / active EE | $1,880 | $3,303-43.1% | $5,540-66.1% | $4,212-55.4% |
| Admin fee / account holder | $171 | $6,746-97.5% | $14,329-98.8% | $7,344-97.7% |