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 | $17,187 | $158,398-89.1% | $126,539-86.4% | $142,382-87.9% |
| Participation rate | 62.5% | 75.8%-13.3pp | 69.8%-7.3pp | 80.1%-17.6pp |
| Annual return | 18.60% | 593.76%-575.2pp | 425.95%-407.3pp | 217.08%-198.5pp |
| Employer contribution / active EE | $933 | $4,650-79.9% | $3,674-74.6% | $4,299-78.3% |
| Participant deferral / active EE | $557 | $4,767-88.3% | $4,083-86.4% | $6,507-91.4% |
| Admin fee / account holder | $34 | $6,918-99.5% | $6,065-99.4% | $12,624-99.7% |