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 | $24,572 | $88,751-72.3% | $81,812-70.0% | $145,922-83.2% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.3%-5.7pp | 80.3%-13.6pp |
| Annual return | 11.08% | 1025.40%-1014.3pp | 773.79%-762.7pp | 561.29%-550.2pp |
| Employer contribution / active EE | $1,134 | $3,083-63.2% | $2,912-61.1% | $4,660-75.7% |
| Participant deferral / active EE | $1,407 | $4,643-69.7% | $4,319-67.4% | $6,688-79.0% |
| Admin fee / account holder | $109 | $8,415-98.7% | $7,386-98.5% | $13,397-99.2% |