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 5-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 | $11,772 | $110,502-89.3% | $80,716-85.4% | $167,490-93.0% |
| Participation rate | 20.8% | 64.0%-43.1pp | 54.2%-33.3pp | 82.1%-61.3pp |
| Annual return | 11.66% | 120.54%-108.9pp | 87.28%-75.6pp | 478.56%-466.9pp |
| Employer contribution / active EE | $438 | $1,543-71.6% | $1,160-62.3% | $4,837-90.9% |
| Participant deferral / active EE | $1,514 | $2,871-47.3% | $2,146-29.4% | $6,341-76.1% |
| Admin fee / account holder | $212 | $4,545-95.3% | $3,380-93.7% | $12,309-98.3% |