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 | $28,696 | $124,319-76.9% | $111,297-74.2% | $167,490-82.9% |
| Participation rate | 69.2% | 79.6%-10.4pp | 77.3%-8.1pp | 82.1%-12.9pp |
| Annual return | 12.91% | 37.44%-24.5pp | 54.65%-41.7pp | 478.56%-465.7pp |
| Employer contribution / active EE | $969 | $3,435-71.8% | $2,731-64.5% | $4,837-80.0% |
| Participant deferral / active EE | $3,020 | $5,180-41.7% | $4,487-32.7% | $6,341-52.4% |
| Admin fee / account holder | $13 | $10,618-99.9% | $7,964-99.8% | $12,309-99.9% |