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 | $23,414 | $48,750-52.0% | $88,946-73.7% | $74,304-68.5% |
| Participation rate | 68.6% | 44.5%+24.1pp | 68.8%-0.3pp | 60.3%+8.2pp |
| Annual return | 28.15% | 25.91%+2.2pp | 57.82%-29.7pp | 29.43%-1.3pp |
| Employer contribution / active EE | $834 | $1,255-33.5% | $2,555-67.3% | $2,241-62.8% |
| Participant deferral / active EE | $7,374 | $2,423+204.3% | $4,581+61.0% | $3,767+95.7% |
| Admin fee / account holder | $164 | $3,756-95.6% | $8,261-98.0% | $2,969-94.5% |