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 6-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 | $25,757 | $27,915-7.7% | $58,482-56.0% | $75,163-65.7% |
| Participation rate | 37.2% | 38.8%-1.6pp | 50.9%-13.6pp | 67.2%-30.0pp |
| Annual return | 26.81% | 44.20%-17.4pp | 4239.32%-4212.5pp | 160.62%-133.8pp |
| Employer contribution / active EE | $723 | $669+8.1% | $1,053-31.4% | $2,670-72.9% |
| Participant deferral / active EE | $2,250 | $1,201+87.3% | $1,924+17.0% | $4,125-45.4% |
| Admin fee / account holder | $102 | $1,726-94.1% | $2,516-96.0% | $5,651-98.2% |