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 | $42,597 | $90,348-52.9% | $75,972-43.9% | $145,922-70.8% |
| Participation rate | 45.5% | 74.5%-29.0pp | 69.1%-23.6pp | 80.3%-34.8pp |
| Annual return | 12.21% | 620.88%-608.7pp | 359.55%-347.3pp | 561.29%-549.1pp |
| Employer contribution / active EE | $983 | $3,311-70.3% | $2,685-63.4% | $4,660-78.9% |
| Participant deferral / active EE | $5,454 | $5,162+5.7% | $4,255+28.2% | $6,688-18.4% |
| Admin fee / account holder | $254 | $8,467-97.0% | $6,467-96.1% | $13,397-98.1% |