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 | $20,183 | $48,076-58.0% | $78,689-74.4% | $62,891-67.9% |
| Participation rate | 36.1% | 65.2%-29.1pp | 73.6%-37.5pp | 69.3%-33.2pp |
| Annual return | 10.43% | 31.35%-20.9pp | 62.18%-51.7pp | 20.14%-9.7pp |
| Employer contribution / active EE | $608 | $2,015-69.8% | $2,851-78.7% | $2,281-73.3% |
| Participant deferral / active EE | $1,286 | $2,588-50.3% | $3,517-63.4% | $3,203-59.8% |
| Admin fee / account holder | $209 | $3,207-93.5% | $4,510-95.4% | $4,296-95.1% |