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 6-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 | $23,894 | $65,561-63.6% | $86,188-72.3% | $75,163-68.2% |
| Participation rate | 62.1% | 60.5%+1.6pp | 69.0%-6.9pp | 67.2%-5.1pp |
| Annual return | 18.72% | 46.05%-27.3pp | 1168.45%-1149.7pp | 160.62%-141.9pp |
| Employer contribution / active EE | $1,788 | $1,553+15.1% | $2,380-24.9% | $2,670-33.0% |
| Participant deferral / active EE | $3,664 | $3,024+21.2% | $3,985-8.1% | $4,125-11.2% |
| Admin fee / account holder | $222 | $5,474-95.9% | $6,852-96.8% | $5,651-96.1% |