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 | $20,708 | $57,016-63.7% | $84,966-75.6% | $80,856-74.4% |
| Participation rate | 55.6% | 56.3%-0.8pp | 67.5%-11.9pp | 67.6%-12.1pp |
| Annual return | 21.13% | 21.66%-0.5pp | 66.38%-45.3pp | 35.59%-14.5pp |
| Employer contribution / active EE | $523 | $1,798-70.9% | $2,727-80.8% | $2,755-81.0% |
| Participant deferral / active EE | $1,550 | $3,110-50.2% | $4,519-65.7% | $4,296-63.9% |
| Admin fee / account holder | $236 | $4,980-95.3% | $6,149-96.2% | $6,918-96.6% |