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 | $19,126 | $115,882-83.5% | $100,516-81.0% | $158,922-88.0% |
| Participation rate | 60.0% | 81.6%-21.6pp | 79.4%-19.4pp | 82.0%-22.0pp |
| Annual return | 22.83% | 34.79%-12.0pp | 30.89%-8.1pp | 302.83%-280.0pp |
| Employer contribution / active EE | $1,132 | $4,103-72.4% | $3,418-66.9% | $4,761-76.2% |
| Participant deferral / active EE | $2,352 | $6,674-64.8% | $6,270-62.5% | $5,982-60.7% |
| Admin fee / account holder | $0 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |