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 6-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 | $6,517 | $54,705-88.1% | $71,209-90.8% | $84,808-92.3% |
| Participation rate | 57.7% | 64.1%-6.4pp | 73.8%-16.1pp | 68.3%-10.6pp |
| Annual return | 20.33% | 35.90%-15.6pp | 282.51%-262.2pp | 40.90%-20.6pp |
| Employer contribution / active EE | $284 | $2,158-86.8% | $2,721-89.6% | $2,631-89.2% |
| Participant deferral / active EE | $665 | $3,030-78.0% | $4,175-84.1% | $4,212-84.2% |
| Admin fee / account holder | $48 | $4,863-99.0% | $5,349-99.1% | $7,344-99.3% |