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 10-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 | $41,141 | $56,114-26.7% | $96,139-57.2% | $85,850-52.1% |
| Participation rate | 18.2% | 56.7%-38.5pp | 68.4%-50.3pp | 69.3%-51.1pp |
| Annual return | 16.49% | 42.30%-25.8pp | 191.94%-175.5pp | 318.53%-302.0pp |
| Employer contribution / active EE | $248 | $1,620-84.7% | $2,797-91.1% | $2,565-90.3% |
| Participant deferral / active EE | $981 | $2,859-65.7% | $4,349-77.4% | $3,952-75.2% |
| Admin fee / account holder | $0 | $3,768-100.0% | $5,537-100.0% | $6,260-100.0% |