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 | $17,902 | $80,717-77.8% | $154,803-88.4% | $84,808-78.9% |
| Participation rate | 35.3% | 66.8%-31.5pp | 78.1%-42.8pp | 68.3%-33.0pp |
| Annual return | 24.54% | 37.96%-13.4pp | 58.88%-34.3pp | 40.90%-16.4pp |
| Employer contribution / active EE | $767 | $2,761-72.2% | $4,305-82.2% | $2,631-70.9% |
| Participant deferral / active EE | $1,420 | $3,303-57.0% | $5,540-74.4% | $4,212-66.3% |
| Admin fee / account holder | $288 | $6,746-95.7% | $14,329-98.0% | $7,344-96.1% |