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 | $12,374 | $48,046-74.2% | $84,611-85.4% | $72,985-83.0% |
| Participation rate | 46.7% | 57.6%-10.9pp | 68.2%-21.6pp | 69.5%-22.8pp |
| Annual return | 23.41% | 37.38%-14.0pp | 258.74%-235.3pp | 81.00%-57.6pp |
| Employer contribution / active EE | $473 | $1,602-70.5% | $2,652-82.2% | $2,440-80.6% |
| Participant deferral / active EE | $1,329 | $2,680-50.4% | $3,899-65.9% | $3,607-63.1% |
| Admin fee / account holder | $69 | $3,395-98.0% | $4,912-98.6% | $5,124-98.7% |