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 5-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 | $19,781 | $81,248-75.7% | $155,509-87.3% | $80,856-75.5% |
| Participation rate | 47.1% | 66.2%-19.2pp | 78.2%-31.1pp | 67.6%-20.6pp |
| Annual return | 15.40% | 33.31%-17.9pp | 64.67%-49.3pp | 35.59%-20.2pp |
| Employer contribution / active EE | $723 | $3,100-76.7% | $4,672-84.5% | $2,755-73.8% |
| Participant deferral / active EE | $1,907 | $3,452-44.7% | $5,626-66.1% | $4,296-55.6% |
| Admin fee / account holder | $73 | $7,997-99.1% | $15,912-99.5% | $6,918-98.9% |