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 | $65,421 | $109,817-40.4% | $98,442-33.5% | $167,490-60.9% |
| Participation rate | 16.7% | 75.8%-59.2pp | 73.3%-56.7pp | 82.1%-65.4pp |
| Annual return | 20.64% | 1956.69%-1936.1pp | 1492.73%-1472.1pp | 478.56%-457.9pp |
| Employer contribution / active EE | $1,230 | $3,224-61.8% | $2,960-58.4% | $4,837-74.6% |
| Participant deferral / active EE | $2,729 | $4,673-41.6% | $4,276-36.2% | $6,341-57.0% |
| Admin fee / account holder | $238 | $6,753-96.5% | $5,949-96.0% | $12,309-98.1% |