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 4-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 | $20,830 | $100,773-79.3% | $88,946-76.6% | $142,382-85.4% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.8%-2.2pp | 80.1%-13.5pp |
| Annual return | 25.16% | 70.18%-45.0pp | 57.82%-32.7pp | 217.08%-191.9pp |
| Employer contribution / active EE | $601 | $2,918-79.4% | $2,555-76.5% | $4,299-86.0% |
| Participant deferral / active EE | $5,159 | $5,230-1.4% | $4,581+12.6% | $6,507-20.7% |
| Admin fee / account holder | $187 | $9,693-98.1% | $8,261-97.7% | $12,624-98.5% |