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 9-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 | $24,714 | $95,416-74.1% | $185,823-86.7% | $85,850-71.2% |
| Participation rate | 43.3% | 68.8%-25.5pp | 81.7%-38.4pp | 69.3%-26.0pp |
| Annual return | 17.82% | 23.59%-5.8pp | 122.05%-104.2pp | 318.53%-300.7pp |
| Employer contribution / active EE | $661 | $3,314-80.0% | $5,167-87.2% | $2,565-74.2% |
| Participant deferral / active EE | $1,779 | $3,423-48.0% | $5,568-68.0% | $3,952-55.0% |
| Admin fee / account holder | $199 | $7,213-97.2% | $16,237-98.8% | $6,260-96.8% |