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 3-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 | $56,836 | $64,839-12.3% | $95,585-40.5% | $84,808-33.0% |
| Participation rate | 20.0% | 63.8%-43.8pp | 72.1%-52.1pp | 68.3%-48.3pp |
| Annual return | 25.93% | -670.96%+696.9pp | 38.56%-12.6pp | 40.90%-15.0pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,527-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,587 | $2,965+21.0% | $4,023-10.8% | $4,212-14.8% |
| Admin fee / account holder | $23 | $5,964-99.6% | $6,127-99.6% | $7,344-99.7% |