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 | $22,608 | $58,512-61.4% | $84,015-73.1% | $72,985-69.0% |
| Participation rate | 60.6% | 61.2%-0.6pp | 69.0%-8.4pp | 69.5%-8.9pp |
| Annual return | 24.41% | 28.93%-4.5pp | 71.31%-46.9pp | 81.00%-56.6pp |
| Employer contribution / active EE | $2,093 | $1,163+79.9% | $1,983+5.5% | $2,440-14.2% |
| Participant deferral / active EE | $3,693 | $2,394+54.3% | $3,239+14.0% | $3,607+2.4% |
| Admin fee / account holder | $147 | $4,569-96.8% | $6,101-97.6% | $5,124-97.1% |