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 | $18,200 | $56,317-67.7% | $71,209-74.4% | $74,304-75.5% |
| Participation rate | 28.5% | 55.1%-26.7pp | 73.8%-45.3pp | 60.3%-31.9pp |
| Annual return | 21.89% | 42.83%-20.9pp | 282.51%-260.6pp | 29.43%-7.5pp |
| Employer contribution / active EE | $308 | $2,160-85.7% | $2,721-88.7% | $2,241-86.3% |
| Participant deferral / active EE | $830 | $2,788-70.2% | $4,175-80.1% | $3,767-78.0% |
| Admin fee / account holder | $221 | $2,290-90.3% | $5,349-95.9% | $2,969-92.5% |