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 | $32,868 | $177,572-81.5% | $154,803-78.8% | $142,382-76.9% |
| Participation rate | 61.9% | 82.1%-20.2pp | 78.1%-16.2pp | 80.1%-18.2pp |
| Annual return | 24.58% | 65.07%-40.5pp | 58.88%-34.3pp | 217.08%-192.5pp |
| Employer contribution / active EE | $979 | $4,810-79.7% | $4,305-77.3% | $4,299-77.2% |
| Participant deferral / active EE | $2,747 | $6,272-56.2% | $5,540-50.4% | $6,507-57.8% |
| Admin fee / account holder | $15 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |