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 | $17,604 | $61,774-71.5% | $97,226-81.9% | $80,856-78.2% |
| Participation rate | 65.4% | 63.5%+1.9pp | 72.7%-7.3pp | 67.6%-2.3pp |
| Annual return | 14.80% | -557.90%+572.7pp | 75.13%-60.3pp | 35.59%-20.8pp |
| Employer contribution / active EE | $659 | $1,837-64.1% | $2,729-75.8% | $2,755-76.1% |
| Participant deferral / active EE | $1,888 | $3,029-37.7% | $4,264-55.7% | $4,296-56.0% |
| Admin fee / account holder | $277 | $5,166-94.6% | $5,654-95.1% | $6,918-96.0% |