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 | $14,747 | $107,452-86.3% | $91,541-83.9% | $142,382-89.6% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.8%-3.1pp | 80.1%-13.5pp |
| Annual return | 26.03% | 22.06%+4.0pp | 20.50%+5.5pp | 217.08%-191.0pp |
| Employer contribution / active EE | $1,155 | $2,994-61.4% | $2,505-53.9% | $4,299-73.1% |
| Participant deferral / active EE | $2,221 | $4,754-53.3% | $4,008-44.6% | $6,507-65.9% |
| Admin fee / account holder | $84 | $8,834-99.0% | $6,956-98.8% | $12,624-99.3% |