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 8-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 | $25,259 | $176,056-85.7% | $159,436-84.2% | $167,490-84.9% |
| Participation rate | 28.6% | 84.9%-56.4pp | 82.8%-54.3pp | 82.1%-53.5pp |
| Annual return | 18.60% | 331.75%-313.2pp | 263.57%-245.0pp | 478.56%-460.0pp |
| Employer contribution / active EE | $1,207 | $5,297-77.2% | $4,829-75.0% | $4,837-75.0% |
| Participant deferral / active EE | $3,825 | $7,750-50.6% | $7,352-48.0% | $6,341-39.7% |
| Admin fee / account holder | $92 | $12,554-99.3% | $10,799-99.1% | $12,309-99.3% |