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 | $12,419 | $60,892-79.6% | $82,389-84.9% | $84,808-85.4% |
| Participation rate | 52.7% | 63.3%-10.5pp | 69.5%-16.8pp | 68.3%-15.6pp |
| Annual return | 21.93% | 37.29%-15.4pp | 28.67%-6.7pp | 40.90%-19.0pp |
| Employer contribution / active EE | $722 | $1,779-59.4% | $2,517-71.3% | $2,631-72.6% |
| Participant deferral / active EE | $1,290 | $3,179-59.4% | $4,155-68.9% | $4,212-69.4% |
| Admin fee / account holder | $194 | $5,467-96.5% | $7,231-97.3% | $7,344-97.4% |