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 | $22,190 | $62,573-64.5% | $85,682-74.1% | $85,850-74.2% |
| Participation rate | 36.4% | 61.1%-24.8pp | 69.9%-33.5pp | 69.3%-33.0pp |
| Annual return | 17.36% | 23.77%-6.4pp | 21.49%-4.1pp | 318.53%-301.2pp |
| Employer contribution / active EE | $1,428 | $1,757-18.7% | $2,618-45.5% | $2,565-44.3% |
| Participant deferral / active EE | $2,802 | $2,8020% | $3,923-28.6% | $3,952-29.1% |
| Admin fee / account holder | $156 | $4,640-96.6% | $6,873-97.7% | $6,260-97.5% |