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 | $13,402 | $51,576-74.0% | $129,207-89.6% | $80,856-83.4% |
| Participation rate | 55.9% | 57.0%-1.1pp | 69.6%-13.7pp | 67.6%-11.8pp |
| Annual return | 16.11% | 20.81%-4.7pp | 9417.33%-9401.2pp | 35.59%-19.5pp |
| Employer contribution / active EE | $1,170 | $1,584-26.1% | $4,153-71.8% | $2,755-57.5% |
| Participant deferral / active EE | $2,064 | $2,669-22.7% | $4,168-50.5% | $4,296-52.0% |
| Admin fee / account holder | $58 | $4,305-98.6% | $7,715-99.2% | $6,918-99.2% |