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 | $27,371 | $232,540-88.2% | $185,117-85.2% | $147,584-81.5% |
| Participation rate | 60.0% | 82.4%-22.4pp | 77.3%-17.3pp | 82.8%-22.8pp |
| Annual return | 22.17% | 43.03%-20.9pp | 40.50%-18.3pp | 578.55%-556.4pp |
| Employer contribution / active EE | $790 | $5,195-84.8% | $4,182-81.1% | $4,876-83.8% |
| Participant deferral / active EE | $5,109 | $5,834-12.4% | $5,045+1.3% | $5,439-6.1% |
| Admin fee / account holder | $98 | $10,275-99.0% | $8,159-98.8% | $10,885-99.1% |