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 5-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 | $22,571 | $30,400-25.8% | $53,898-58.1% | $84,808-73.4% |
| Participation rate | 34.7% | 46.4%-11.7pp | 55.0%-20.2pp | 68.3%-33.6pp |
| Annual return | 20.70% | 500.19%-479.5pp | 528.60%-507.9pp | 40.90%-20.2pp |
| Employer contribution / active EE | $580 | $603-3.7% | $932-37.7% | $2,631-77.9% |
| Participant deferral / active EE | $1,710 | $1,199+42.7% | $1,826-6.3% | $4,212-59.4% |
| Admin fee / account holder | $233 | $1,993-88.3% | $2,491-90.6% | $7,344-96.8% |