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 | $24,510 | $96,635-74.6% | $86,612-71.7% | $139,434-82.4% |
| Participation rate | 58.3% | 74.4%-16.1pp | 71.7%-13.4pp | 80.3%-22.0pp |
| Annual return | 16.36% | 106.41%-90.1pp | 591.07%-574.7pp | 372.94%-356.6pp |
| Employer contribution / active EE | $976 | $3,263-70.1% | $3,022-67.7% | $4,751-79.5% |
| Participant deferral / active EE | $2,921 | $4,836-39.6% | $4,438-34.2% | $6,710-56.5% |
| Admin fee / account holder | $87 | $6,408-98.6% | $5,614-98.5% | $11,403-99.2% |