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 | $22,027 | $30,400-27.5% | $53,898-59.1% | $84,808-74.0% |
| Participation rate | 17.0% | 46.4%-29.4pp | 55.0%-37.9pp | 68.3%-51.3pp |
| Annual return | 21.70% | 500.19%-478.5pp | 528.60%-506.9pp | 40.90%-19.2pp |
| Employer contribution / active EE | $321 | $603-46.8% | $932-65.6% | $2,631-87.8% |
| Participant deferral / active EE | $1,203 | $1,199+0.4% | $1,826-34.1% | $4,212-71.4% |
| Admin fee / account holder | $229 | $1,993-88.5% | $2,491-90.8% | $7,344-96.9% |