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 6-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 | $20,434 | $54,705-62.6% | $71,209-71.3% | $84,808-75.9% |
| Participation rate | 37.0% | 64.1%-27.0pp | 73.8%-36.7pp | 68.3%-31.3pp |
| Annual return | 20.38% | 35.90%-15.5pp | 282.51%-262.1pp | 40.90%-20.5pp |
| Employer contribution / active EE | $886 | $2,158-58.9% | $2,721-67.4% | $2,631-66.3% |
| Participant deferral / active EE | $1,166 | $3,030-61.5% | $4,175-72.1% | $4,212-72.3% |
| Admin fee / account holder | $0 | $4,863-100.0% | $5,349-100.0% | $7,344-100.0% |