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 8-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 | $19,880 | $117,983-83.2% | $101,794-80.5% | $142,382-86.0% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.2%-35.9pp | 80.1%-46.8pp |
| Annual return | 23.27% | 36.92%-13.7pp | 30.53%-7.3pp | 217.08%-193.8pp |
| Employer contribution / active EE | $703 | $2,773-74.6% | $2,289-69.3% | $4,299-83.6% |
| Participant deferral / active EE | $2,314 | $4,714-50.9% | $4,084-43.3% | $6,507-64.4% |
| Admin fee / account holder | $54 | $10,433-99.5% | $8,777-99.4% | $12,624-99.6% |