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 | $16,285 | $80,717-79.8% | $154,803-89.5% | $84,808-80.8% |
| Participation rate | 48.6% | 66.8%-18.2pp | 78.1%-29.5pp | 68.3%-19.7pp |
| Annual return | 21.74% | 37.96%-16.2pp | 58.88%-37.1pp | 40.90%-19.2pp |
| Employer contribution / active EE | $1,402 | $2,761-49.2% | $4,305-67.4% | $2,631-46.7% |
| Participant deferral / active EE | $2,163 | $3,303-34.5% | $5,540-61.0% | $4,212-48.6% |
| Admin fee / account holder | $172 | $6,746-97.5% | $14,329-98.8% | $7,344-97.7% |