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 3-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 | $8,409 | $76,738-89.0% | $56,411-85.1% | $145,922-94.2% |
| Participation rate | 55.6% | 63.2%-7.7pp | 52.5%+3.1pp | 80.3%-24.7pp |
| Annual return | 19.49% | 2994.23%-2974.7pp | 1701.33%-1681.8pp | 561.29%-541.8pp |
| Employer contribution / active EE | $1,243 | $1,380-9.9% | $1,039+19.7% | $4,660-73.3% |
| Participant deferral / active EE | $1,825 | $2,623-30.4% | $1,952-6.5% | $6,688-72.7% |
| Admin fee / account holder | $41 | $3,334-98.8% | $2,829-98.6% | $13,397-99.7% |