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 | $25,251 | $64,839-61.1% | $95,585-73.6% | $84,808-70.2% |
| Participation rate | 48.5% | 63.8%-15.3pp | 72.1%-23.6pp | 68.3%-19.8pp |
| Annual return | 20.51% | -670.96%+691.5pp | 38.56%-18.1pp | 40.90%-20.4pp |
| Employer contribution / active EE | $1,338 | $1,759-23.9% | $2,527-47.1% | $2,631-49.2% |
| Participant deferral / active EE | $1,802 | $2,965-39.2% | $4,023-55.2% | $4,212-57.2% |
| Admin fee / account holder | $128 | $5,964-97.9% | $6,127-97.9% | $7,344-98.3% |