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 | $18,812 | $49,915-62.3% | $154,803-87.8% | $74,304-74.7% |
| Participation rate | 24.7% | 54.0%-29.3pp | 78.1%-53.4pp | 60.3%-35.7pp |
| Annual return | 20.10% | 34.06%-14.0pp | 58.88%-38.8pp | 29.43%-9.3pp |
| Employer contribution / active EE | $304 | $1,611-81.1% | $4,305-92.9% | $2,241-86.4% |
| Participant deferral / active EE | $795 | $2,255-64.8% | $5,540-85.7% | $3,767-78.9% |
| Admin fee / account holder | $64 | $2,189-97.1% | $14,329-99.6% | $2,969-97.8% |