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 6-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 | $15,106 | $81,248-81.4% | $155,509-90.3% | $80,856-81.3% |
| Participation rate | 32.5% | 66.2%-33.7pp | 78.2%-45.7pp | 67.6%-35.1pp |
| Annual return | 16.10% | 33.31%-17.2pp | 64.67%-48.6pp | 35.59%-19.5pp |
| Employer contribution / active EE | $495 | $3,100-84.0% | $4,672-89.4% | $2,755-82.0% |
| Participant deferral / active EE | $989 | $3,452-71.3% | $5,626-82.4% | $4,296-77.0% |
| Admin fee / account holder | $221 | $7,997-97.2% | $15,912-98.6% | $6,918-96.8% |