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 | $2,881 | $22,587-87.2% | $65,255-95.6% | $75,163-96.2% |
| Participation rate | 64.2% | 63.1%+1.1pp | 65.0%-0.8pp | 67.2%-3.0pp |
| Annual return | 69.92% | 71.03%-1.1pp | 47.35%+22.6pp | 160.62%-90.7pp |
| Employer contribution / active EE | $866 | $941-7.9% | $1,691-48.8% | $2,670-67.6% |
| Participant deferral / active EE | $2,196 | $1,695+29.6% | $2,831-22.4% | $4,125-46.8% |
| Admin fee / account holder | $158 | $1,876-91.6% | $4,112-96.1% | $5,651-97.2% |