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 8-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 | $40,617 | $109,817-63.0% | $98,442-58.7% | $167,490-75.7% |
| Participation rate | 40.0% | 75.8%-35.8pp | 73.3%-33.3pp | 82.1%-42.1pp |
| Annual return | 11.95% | 1956.69%-1944.7pp | 1492.73%-1480.8pp | 478.56%-466.6pp |
| Employer contribution / active EE | $745 | $3,224-76.9% | $2,960-74.8% | $4,837-84.6% |
| Participant deferral / active EE | $2,721 | $4,673-41.8% | $4,276-36.4% | $6,341-57.1% |
| Admin fee / account holder | $175 | $6,753-97.4% | $5,949-97.1% | $12,309-98.6% |