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 10-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 | $22,466 | $53,127-57.7% | $86,590-74.1% | $70,131-68.0% |
| Participation rate | 30.0% | 65.3%-35.3pp | 73.5%-43.5pp | 69.5%-39.5pp |
| Annual return | 21.05% | 27.66%-6.6pp | 964.84%-943.8pp | 73.14%-52.1pp |
| Employer contribution / active EE | $251 | $2,068-87.9% | $2,839-91.2% | $2,342-89.3% |
| Participant deferral / active EE | $1,693 | $2,696-37.2% | $3,609-53.1% | $3,332-49.2% |
| Admin fee / account holder | $164 | $3,585-95.4% | $4,906-96.6% | $4,645-96.5% |