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 4-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 | $17,951 | $210,648-91.5% | $177,989-89.9% | $145,922-87.7% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 17.59% | 385.86%-368.3pp | 294.48%-276.9pp | 561.29%-543.7pp |
| Employer contribution / active EE | $843 | $4,565-81.5% | $3,949-78.7% | $4,660-81.9% |
| Participant deferral / active EE | $4,863 | $6,958-30.1% | $6,276-22.5% | $6,688-27.3% |
| Admin fee / account holder | $45 | $12,013-99.6% | $10,363-99.6% | $13,397-99.7% |