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 4-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 | $18,099 | $80,717-77.6% | $154,803-88.3% | $84,808-78.7% |
| Participation rate | 39.5% | 66.8%-27.3pp | 78.1%-38.6pp | 68.3%-28.8pp |
| Annual return | 21.36% | 37.96%-16.6pp | 58.88%-37.5pp | 40.90%-19.5pp |
| Employer contribution / active EE | $903 | $2,761-67.3% | $4,305-79.0% | $2,631-65.7% |
| Participant deferral / active EE | $1,213 | $3,303-63.3% | $5,540-78.1% | $4,212-71.2% |
| Admin fee / account holder | $289 | $6,746-95.7% | $14,329-98.0% | $7,344-96.1% |