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 | $7,341 | $25,014-70.7% | $69,647-89.5% | $80,856-90.9% |
| Participation rate | 64.0% | 64.2%-0.2pp | 66.5%-2.5pp | 67.6%-3.6pp |
| Annual return | 12.16% | 19.07%-6.9pp | 100.48%-88.3pp | 35.59%-23.4pp |
| Employer contribution / active EE | $499 | $993-49.8% | $1,712-70.9% | $2,755-81.9% |
| Participant deferral / active EE | $1,597 | $1,839-13.2% | $2,886-44.7% | $4,296-62.8% |
| Admin fee / account holder | $29 | $2,488-98.8% | $4,713-99.4% | $6,918-99.6% |