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 7-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 | $23,961 | $64,839-63.0% | $95,585-74.9% | $84,808-71.7% |
| Participation rate | 46.4% | 63.8%-17.4pp | 72.1%-25.6pp | 68.3%-21.9pp |
| Annual return | 20.46% | -670.96%+691.4pp | 38.56%-18.1pp | 40.90%-20.4pp |
| Employer contribution / active EE | $1,678 | $1,759-4.6% | $2,527-33.6% | $2,631-36.2% |
| Participant deferral / active EE | $1,760 | $2,965-40.6% | $4,023-56.2% | $4,212-58.2% |
| Admin fee / account holder | $260 | $5,964-95.6% | $6,127-95.8% | $7,344-96.5% |