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 | $21,579 | $27,839-22.5% | $58,482-63.1% | $71,457-69.8% |
| Participation rate | 11.6% | 34.5%-22.9pp | 50.9%-39.2pp | 67.9%-56.3pp |
| Annual return | 30.55% | 26.81%+3.7pp | 4239.32%-4208.8pp | 28.85%+1.7pp |
| Employer contribution / active EE | $327 | $631-48.1% | $1,053-68.9% | $2,588-87.4% |
| Participant deferral / active EE | $1,134 | $1,206-6.0% | $1,924-41.0% | $4,289-73.6% |
| Admin fee / account holder | $73 | $1,641-95.6% | $2,516-97.1% | $1,587-95.4% |