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 | $21,709 | $81,248-73.3% | $155,509-86.0% | $80,856-73.2% |
| Participation rate | 32.0% | 66.2%-34.2pp | 78.2%-46.2pp | 67.6%-35.6pp |
| Annual return | 17.98% | 33.31%-15.3pp | 64.67%-46.7pp | 35.59%-17.6pp |
| Employer contribution / active EE | $693 | $3,100-77.6% | $4,672-85.2% | $2,755-74.8% |
| Participant deferral / active EE | $2,406 | $3,452-30.3% | $5,626-57.2% | $4,296-44.0% |
| Admin fee / account holder | $146 | $7,997-98.2% | $15,912-99.1% | $6,918-97.9% |