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 10-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 | $10,898 | $107,452-89.9% | $91,541-88.1% | $142,382-92.3% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 17.31% | 22.06%-4.8pp | 20.50%-3.2pp | 217.08%-199.8pp |
| Employer contribution / active EE | $525 | $2,994-82.5% | $2,505-79.0% | $4,299-87.8% |
| Participant deferral / active EE | $1,154 | $4,754-75.7% | $4,008-71.2% | $6,507-82.3% |
| Admin fee / account holder | $118 | $8,834-98.7% | $6,956-98.3% | $12,624-99.1% |