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 | $17,910 | $59,101-69.7% | $77,163-76.8% | $75,163-76.2% |
| Participation rate | 65.1% | 63.9%+1.3pp | 69.6%-4.5pp | 67.2%-2.1pp |
| Annual return | 21.77% | 26.71%-4.9pp | 37.87%-16.1pp | 160.62%-138.8pp |
| Employer contribution / active EE | $1,395 | $1,995-30.1% | $2,535-45.0% | $2,670-47.8% |
| Participant deferral / active EE | $1,994 | $2,999-33.5% | $3,833-48.0% | $4,125-51.7% |
| Admin fee / account holder | $0 | $4,774-100.0% | $5,472-100.0% | $5,651-100.0% |