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 3-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 | $22,430 | $114,381-80.4% | $107,525-79.1% | $142,382-84.2% |
| Participation rate | 33.3% | 78.1%-44.8pp | 75.1%-41.7pp | 80.1%-46.8pp |
| Annual return | 21.55% | 242.71%-221.2pp | 181.32%-159.8pp | 217.08%-195.5pp |
| Employer contribution / active EE | $959 | $4,015-76.1% | $3,754-74.5% | $4,299-77.7% |
| Participant deferral / active EE | $2,105 | $5,564-62.2% | $5,116-58.8% | $6,507-67.6% |
| Admin fee / account holder | $52 | $9,860-99.5% | $8,919-99.4% | $12,624-99.6% |