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 | $67,447 | $110,502-39.0% | $80,716-16.4% | $167,490-59.7% |
| Participation rate | 40.0% | 64.0%-24.0pp | 54.2%-14.2pp | 82.1%-42.1pp |
| Annual return | 11.71% | 120.54%-108.8pp | 87.28%-75.6pp | 478.56%-466.8pp |
| Employer contribution / active EE | $358 | $1,543-76.8% | $1,160-69.1% | $4,837-92.6% |
| Participant deferral / active EE | $3,798 | $2,871+32.3% | $2,146+77.0% | $6,341-40.1% |
| Admin fee / account holder | $218 | $4,545-95.2% | $3,380-93.6% | $12,309-98.2% |