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 | $22,286 | $115,770-80.7% | $101,248-78.0% | $158,922-86.0% |
| Participation rate | 25.0% | 79.4%-54.4pp | 75.8%-50.8pp | 82.0%-57.0pp |
| Annual return | 69.06% | 56.14%+12.9pp | 46.47%+22.6pp | 302.83%-233.8pp |
| Employer contribution / active EE | $994 | $4,175-76.2% | $3,660-72.8% | $4,761-79.1% |
| Participant deferral / active EE | $2,570 | $4,957-48.2% | $4,370-41.2% | $5,982-57.0% |
| Admin fee / account holder | $158 | $7,245-97.8% | $5,945-97.3% | $11,246-98.6% |