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 9-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 | $22,372 | $72,012-68.9% | $185,823-88.0% | $79,858-72.0% |
| Participation rate | 41.0% | 65.8%-24.8pp | 78.0%-37.0pp | 69.6%-28.6pp |
| Annual return | 26.97% | 23.12%+3.9pp | 35.95%-9.0pp | 31.71%-4.7pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,038 | $3,779-19.6% | $5,632-46.1% | $3,740-18.8% |
| Admin fee / account holder | $72 | $4,513-98.4% | $9,500-99.2% | $5,306-98.6% |