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 8-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 | $32,402 | $54,705-40.8% | $71,209-54.5% | $84,808-61.8% |
| Participation rate | 15.4% | 64.1%-48.7pp | 73.8%-58.4pp | 68.3%-52.9pp |
| Annual return | 20.56% | 35.90%-15.3pp | 282.51%-262.0pp | 40.90%-20.3pp |
| Employer contribution / active EE | $439 | $2,158-79.7% | $2,721-83.9% | $2,631-83.3% |
| Participant deferral / active EE | $1,276 | $3,030-57.9% | $4,175-69.4% | $4,212-69.7% |
| Admin fee / account holder | $233 | $4,863-95.2% | $5,349-95.6% | $7,344-96.8% |