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 | $58,237 | $109,817-47.0% | $98,442-40.8% | $167,490-65.2% |
| Participation rate | 31.8% | 75.8%-44.0pp | 73.3%-41.5pp | 82.1%-50.3pp |
| Annual return | 15.61% | 1956.69%-1941.1pp | 1492.73%-1477.1pp | 478.56%-462.9pp |
| Employer contribution / active EE | $873 | $3,224-72.9% | $2,960-70.5% | $4,837-82.0% |
| Participant deferral / active EE | $3,527 | $4,673-24.5% | $4,276-17.5% | $6,341-44.4% |
| Admin fee / account holder | $57 | $6,753-99.2% | $5,949-99.0% | $12,309-99.5% |