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 | $18,855 | $57,354-67.1% | $83,848-77.5% | $64,186-70.6% |
| Participation rate | 38.7% | 68.6%-29.9pp | 76.1%-37.4pp | 69.6%-30.9pp |
| Annual return | 2.31% | 11.38%-9.1pp | 850.88%-848.6pp | 7.63%-5.3pp |
| Employer contribution / active EE | $985 | $2,545-61.3% | $3,631-72.9% | $2,381-58.6% |
| Participant deferral / active EE | $2,728 | $2,993-8.9% | $4,082-33.2% | $3,470-21.4% |
| Admin fee / account holder | $267 | $4,046-93.4% | $5,478-95.1% | $4,888-94.5% |