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 6-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 | $30,141 | $60,022-49.8% | $88,946-66.1% | $84,808-64.5% |
| Participation rate | 56.0% | 57.8%-1.8pp | 68.8%-12.8pp | 68.3%-12.3pp |
| Annual return | 24.91% | 22.43%+2.5pp | 57.82%-32.9pp | 40.90%-16.0pp |
| Employer contribution / active EE | $812 | $1,703-52.3% | $2,555-68.2% | $2,631-69.1% |
| Participant deferral / active EE | $3,314 | $3,114+6.4% | $4,581-27.7% | $4,212-21.3% |
| Admin fee / account holder | $9 | $4,811-99.8% | $8,261-99.9% | $7,344-99.9% |