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 | $29,462 | $100,773-70.8% | $88,946-66.9% | $142,382-79.3% |
| Participation rate | 20.0% | 74.3%-54.3pp | 68.8%-48.8pp | 80.1%-60.1pp |
| Annual return | 24.58% | 70.18%-45.6pp | 57.82%-33.2pp | 217.08%-192.5pp |
| Employer contribution / active EE | $552 | $2,918-81.1% | $2,555-78.4% | $4,299-87.2% |
| Participant deferral / active EE | $1,009 | $5,230-80.7% | $4,581-78.0% | $6,507-84.5% |
| Admin fee / account holder | $215 | $9,693-97.8% | $8,261-97.4% | $12,624-98.3% |