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 | $34,920 | $106,890-67.3% | $84,015-58.4% | $152,861-77.2% |
| Participation rate | 42.9% | 75.2%-32.4pp | 69.0%-26.2pp | 82.4%-39.6pp |
| Annual return | 17.34% | 104.99%-87.6pp | 71.31%-54.0pp | 345.32%-328.0pp |
| Employer contribution / active EE | $480 | $2,734-82.4% | $1,983-75.8% | $4,762-89.9% |
| Participant deferral / active EE | $6,562 | $4,011+63.6% | $3,239+102.6% | $5,850+12.2% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |