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 9-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 | $26,177 | $65,365-60.0% | $92,893-71.8% | $72,985-64.1% |
| Participation rate | 50.0% | 68.3%-18.3pp | 76.0%-26.0pp | 69.5%-19.5pp |
| Annual return | 59.21% | 42.10%+17.1pp | 109.41%-50.2pp | 81.00%-21.8pp |
| Employer contribution / active EE | $980 | $2,594-62.2% | $3,653-73.2% | $2,440-59.8% |
| Participant deferral / active EE | $2,820 | $3,128-9.8% | $4,236-33.4% | $3,607-21.8% |
| Admin fee / account holder | $154 | $4,251-96.4% | $5,794-97.3% | $5,124-97.0% |