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 | $14,404 | $57,016-74.7% | $84,966-83.0% | $80,856-82.2% |
| Participation rate | 48.8% | 56.3%-7.5pp | 67.5%-18.7pp | 67.6%-18.8pp |
| Annual return | 13.09% | 21.66%-8.6pp | 66.38%-53.3pp | 35.59%-22.5pp |
| Employer contribution / active EE | $358 | $1,798-80.1% | $2,727-86.9% | $2,755-87.0% |
| Participant deferral / active EE | $1,337 | $3,110-57.0% | $4,519-70.4% | $4,296-68.9% |
| Admin fee / account holder | $117 | $4,980-97.7% | $6,149-98.1% | $6,918-98.3% |