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 | $10,393 | $25,014-58.5% | $69,647-85.1% | $80,856-87.1% |
| Participation rate | 32.3% | 64.2%-32.0pp | 66.5%-34.2pp | 67.6%-35.4pp |
| Annual return | 16.37% | 19.07%-2.7pp | 100.48%-84.1pp | 35.59%-19.2pp |
| Employer contribution / active EE | $525 | $993-47.1% | $1,712-69.3% | $2,755-80.9% |
| Participant deferral / active EE | $803 | $1,839-56.3% | $2,886-72.2% | $4,296-81.3% |
| Admin fee / account holder | $237 | $2,488-90.5% | $4,713-95.0% | $6,918-96.6% |