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 | $17,686 | $80,717-78.1% | $154,803-88.6% | $84,808-79.1% |
| Participation rate | 54.8% | 66.8%-12.0pp | 78.1%-23.2pp | 68.3%-13.5pp |
| Annual return | 41.87% | 37.96%+3.9pp | 58.88%-17.0pp | 40.90%+1.0pp |
| Employer contribution / active EE | $944 | $2,761-65.8% | $4,305-78.1% | $2,631-64.1% |
| Participant deferral / active EE | $2,718 | $3,303-17.7% | $5,540-50.9% | $4,212-35.5% |
| Admin fee / account holder | $237 | $6,746-96.5% | $14,329-98.3% | $7,344-96.8% |