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 | $26,198 | $100,773-74.0% | $88,946-70.5% | $142,382-81.6% |
| Participation rate | 68.2% | 74.3%-6.1pp | 68.8%-0.7pp | 80.1%-11.9pp |
| Annual return | 15.70% | 70.18%-54.5pp | 57.82%-42.1pp | 217.08%-201.4pp |
| Employer contribution / active EE | $811 | $2,918-72.2% | $2,555-68.3% | $4,299-81.1% |
| Participant deferral / active EE | $2,496 | $5,230-52.3% | $4,581-45.5% | $6,507-61.6% |
| Admin fee / account holder | $282 | $9,693-97.1% | $8,261-96.6% | $12,624-97.8% |