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 | $14,612 | $53,516-72.7% | $126,539-88.5% | $84,808-82.8% |
| Participation rate | 52.0% | 58.2%-6.2pp | 69.8%-17.8pp | 68.3%-16.3pp |
| Annual return | 17.34% | 58.34%-41.0pp | 425.95%-408.6pp | 40.90%-23.6pp |
| Employer contribution / active EE | $337 | $1,535-78.0% | $3,674-90.8% | $2,631-87.2% |
| Participant deferral / active EE | $2,584 | $2,671-3.3% | $4,083-36.7% | $4,212-38.7% |
| Admin fee / account holder | $274 | $4,497-93.9% | $6,065-95.5% | $7,344-96.3% |