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 5-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 | $23,240 | $163,101-85.8% | $136,749-83.0% | $142,382-83.7% |
| Participation rate | 63.2% | 78.2%-15.1pp | 72.1%-9.0pp | 80.1%-17.0pp |
| Annual return | 20.44% | 27.54%-7.1pp | 24.33%-3.9pp | 217.08%-196.6pp |
| Employer contribution / active EE | $2,483 | $4,117-39.7% | $3,400-27.0% | $4,299-42.2% |
| Participant deferral / active EE | $3,568 | $5,585-36.1% | $4,692-24.0% | $6,507-45.2% |
| Admin fee / account holder | $122 | $14,318-99.2% | $11,386-98.9% | $12,624-99.0% |