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 7-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 | $25,230 | $100,773-75.0% | $88,946-71.6% | $142,382-82.3% |
| Participation rate | 62.5% | 74.3%-11.8pp | 68.8%-6.3pp | 80.1%-17.6pp |
| Annual return | 15.81% | 70.18%-54.4pp | 57.82%-42.0pp | 217.08%-201.3pp |
| Employer contribution / active EE | $676 | $2,918-76.8% | $2,555-73.6% | $4,299-84.3% |
| Participant deferral / active EE | $1,064 | $5,230-79.7% | $4,581-76.8% | $6,507-83.7% |
| Admin fee / account holder | $149 | $9,693-98.5% | $8,261-98.2% | $12,624-98.8% |