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 | $29,302 | $190,805-84.6% | $159,960-81.7% | $134,475-78.2% |
| Participation rate | 64.7% | 81.9%-17.2pp | 78.0%-13.2pp | 81.2%-16.5pp |
| Annual return | -18.91% | 552.23%-571.1pp | 408.60%-427.5pp | 417.96%-436.9pp |
| Employer contribution / active EE | $1,028 | $4,995-79.4% | $4,226-75.7% | $4,740-78.3% |
| Participant deferral / active EE | $2,895 | $6,923-58.2% | $6,182-53.2% | $6,400-54.8% |
| Admin fee / account holder | $137 | $10,471-98.7% | $8,698-98.4% | $11,426-98.8% |