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 | $10,801 | $57,281-81.1% | $86,612-87.5% | $75,163-85.6% |
| Participation rate | 60.0% | 63.2%-3.2pp | 71.7%-11.7pp | 67.2%-7.2pp |
| Annual return | 14.43% | 2670.75%-2656.3pp | 591.07%-576.6pp | 160.62%-146.2pp |
| Employer contribution / active EE | $859 | $2,314-62.9% | $3,022-71.6% | $2,670-67.8% |
| Participant deferral / active EE | $2,148 | $3,318-35.3% | $4,438-51.6% | $4,125-47.9% |
| Admin fee / account holder | $213 | $4,112-94.8% | $5,614-96.2% | $5,651-96.2% |