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 9-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 | $24,234 | $81,248-70.2% | $155,509-84.4% | $80,856-70.0% |
| Participation rate | 56.3% | 66.2%-10.0pp | 78.2%-21.9pp | 67.6%-11.4pp |
| Annual return | 27.78% | 33.31%-5.5pp | 64.67%-36.9pp | 35.59%-7.8pp |
| Employer contribution / active EE | $1,568 | $3,100-49.4% | $4,672-66.4% | $2,755-43.1% |
| Participant deferral / active EE | $3,332 | $3,452-3.5% | $5,626-40.8% | $4,296-22.4% |
| Admin fee / account holder | $140 | $7,997-98.3% | $15,912-99.1% | $6,918-98.0% |