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 | $17,966 | $107,452-83.3% | $91,541-80.4% | $142,382-87.4% |
| Participation rate | 55.6% | 75.1%-19.5pp | 69.8%-14.2pp | 80.1%-24.6pp |
| Annual return | 19.07% | 22.06%-3.0pp | 20.50%-1.4pp | 217.08%-198.0pp |
| Employer contribution / active EE | $708 | $2,994-76.4% | $2,505-71.7% | $4,299-83.5% |
| Participant deferral / active EE | $2,295 | $4,754-51.7% | $4,008-42.7% | $6,507-64.7% |
| Admin fee / account holder | $86 | $8,834-99.0% | $6,956-98.8% | $12,624-99.3% |