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 7-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 | $33,193 | $88,751-62.6% | $81,812-59.4% | $145,922-77.3% |
| Participation rate | 68.4% | 75.0%-6.6pp | 72.3%-3.9pp | 80.3%-11.9pp |
| Annual return | 15.74% | 1025.40%-1009.7pp | 773.79%-758.1pp | 561.29%-545.5pp |
| Employer contribution / active EE | $1,196 | $3,083-61.2% | $2,912-58.9% | $4,660-74.3% |
| Participant deferral / active EE | $3,523 | $4,643-24.1% | $4,319-18.4% | $6,688-47.3% |
| Admin fee / account holder | $217 | $8,415-97.4% | $7,386-97.1% | $13,397-98.4% |