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 8-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 | $29,279 | $176,056-83.4% | $159,436-81.6% | $167,490-82.5% |
| Participation rate | 60.0% | 84.9%-24.9pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 17.92% | 331.75%-313.8pp | 263.57%-245.7pp | 478.56%-460.6pp |
| Employer contribution / active EE | $2,205 | $5,297-58.4% | $4,829-54.3% | $4,837-54.4% |
| Participant deferral / active EE | $6,244 | $7,750-19.4% | $7,352-15.1% | $6,341-1.5% |
| Admin fee / account holder | $186 | $12,554-98.5% | $10,799-98.3% | $12,309-98.5% |