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 | $22,526 | $117,983-80.9% | $101,794-77.9% | $142,382-84.2% |
| Participation rate | 40.9% | 74.2%-33.3pp | 69.2%-28.3pp | 80.1%-39.2pp |
| Annual return | 21.51% | 36.92%-15.4pp | 30.53%-9.0pp | 217.08%-195.6pp |
| Employer contribution / active EE | $0 | $2,773-100.0% | $2,289-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,287 | $4,714-51.5% | $4,084-44.0% | $6,507-64.9% |
| Admin fee / account holder | $78 | $10,433-99.2% | $8,777-99.1% | $12,624-99.4% |