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 5-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 | $3,752 | $24,730-84.8% | $66,042-94.3% | $84,808-95.6% |
| Participation rate | 69.1% | 68.1%+1.0pp | 67.5%+1.6pp | 68.3%+0.8pp |
| Annual return | 20.47% | 79.55%-59.1pp | 52.11%-31.6pp | 40.90%-20.4pp |
| Employer contribution / active EE | $772 | $857-9.9% | $1,579-51.1% | $2,631-70.7% |
| Participant deferral / active EE | $1,402 | $1,737-19.3% | $2,835-50.5% | $4,212-66.7% |
| Admin fee / account holder | $168 | $3,014-94.4% | $5,747-97.1% | $7,344-97.7% |