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 | $12,012 | $105,931-88.7% | $81,930-85.3% | $158,922-92.4% |
| Participation rate | 41.2% | 75.6%-34.4pp | 72.0%-30.8pp | 82.0%-40.8pp |
| Annual return | 35.99% | 38.17%-2.2pp | 29.49%+6.5pp | 302.83%-266.8pp |
| Employer contribution / active EE | $507 | $7,800-93.5% | $4,310-88.2% | $4,761-89.4% |
| Participant deferral / active EE | $962 | $13,003-92.6% | $7,107-86.5% | $5,982-83.9% |
| Admin fee / account holder | $22 | $8,489-99.7% | $5,158-99.6% | $11,246-99.8% |