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 | $22,282 | $81,460-72.6% | $103,333-78.4% | $80,856-72.4% |
| Participation rate | 67.4% | 66.8%+0.6pp | 74.5%-7.1pp | 67.6%-0.2pp |
| Annual return | 34.68% | 25.55%+9.1pp | 24.88%+9.8pp | 35.59%-0.9pp |
| Employer contribution / active EE | $908 | $3,105-70.8% | $3,868-76.5% | $2,755-67.0% |
| Participant deferral / active EE | $2,818 | $3,869-27.2% | $5,057-44.3% | $4,296-34.4% |
| Admin fee / account holder | $252 | $6,566-96.2% | $8,355-97.0% | $6,918-96.4% |