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 3-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 | $52,043 | $80,717-35.5% | $154,803-66.4% | $84,808-38.6% |
| Participation rate | 10.7% | 66.8%-56.1pp | 78.1%-67.4pp | 68.3%-57.6pp |
| Annual return | 18.93% | 37.96%-19.0pp | 58.88%-40.0pp | 40.90%-22.0pp |
| Employer contribution / active EE | $581 | $2,761-78.9% | $4,305-86.5% | $2,631-77.9% |
| Participant deferral / active EE | $2,218 | $3,303-32.9% | $5,540-60.0% | $4,212-47.3% |
| Admin fee / account holder | $188 | $6,746-97.2% | $14,329-98.7% | $7,344-97.4% |