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 | $2,534 | $25,014-89.9% | $69,647-96.4% | $80,856-96.9% |
| Participation rate | 68.8% | 64.2%+4.5pp | 66.5%+2.3pp | 67.6%+1.1pp |
| Annual return | 16.88% | 19.07%-2.2pp | 100.48%-83.6pp | 35.59%-18.7pp |
| Employer contribution / active EE | $703 | $993-29.2% | $1,712-59.0% | $2,755-74.5% |
| Participant deferral / active EE | $1,127 | $1,839-38.7% | $2,886-60.9% | $4,296-73.8% |
| Admin fee / account holder | $252 | $2,488-89.9% | $4,713-94.7% | $6,918-96.4% |