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 | $26,327 | $127,264-79.3% | $109,895-76.0% | $167,490-84.3% |
| Participation rate | 44.4% | 77.9%-33.4pp | 74.2%-29.8pp | 82.1%-37.7pp |
| Annual return | 20.16% | 22.97%-2.8pp | 29.45%-9.3pp | 478.56%-458.4pp |
| Employer contribution / active EE | $868 | $3,322-73.9% | $2,842-69.5% | $4,837-82.1% |
| Participant deferral / active EE | $2,979 | $4,514-34.0% | $4,048-26.4% | $6,341-53.0% |
| Admin fee / account holder | $97 | $7,114-98.6% | $6,066-98.4% | $12,309-99.2% |