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 | $65,002 | $91,190-28.7% | $178,490-63.6% | $79,858-18.6% |
| Participation rate | 46.4% | 69.2%-22.8pp | 81.9%-35.5pp | 69.6%-23.3pp |
| Annual return | 18.25% | 24.19%-5.9pp | 151.07%-132.8pp | 31.71%-13.5pp |
| Employer contribution / active EE | $905 | $3,256-72.2% | $5,011-81.9% | $2,471-63.4% |
| Participant deferral / active EE | $1,614 | $3,236-50.1% | $5,202-69.0% | $3,740-56.8% |
| Admin fee / account holder | $102 | $6,751-98.5% | $13,984-99.3% | $5,306-98.1% |