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 4-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 | $31,226 | $87,013-64.1% | $106,213-70.6% | $80,856-61.4% |
| Participation rate | 24.2% | 70.4%-46.2pp | 75.3%-51.0pp | 67.6%-43.4pp |
| Annual return | 14.49% | 17.05%-2.6pp | 116.14%-101.7pp | 35.59%-21.1pp |
| Employer contribution / active EE | $767 | $2,395-68.0% | $3,171-75.8% | $2,755-72.1% |
| Participant deferral / active EE | $2,320 | $3,986-41.8% | $5,016-53.8% | $4,296-46.0% |
| Admin fee / account holder | $234 | $8,431-97.2% | $11,033-97.9% | $6,918-96.6% |