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 10-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 | $41,993 | $54,705-23.2% | $71,209-41.0% | $84,808-50.5% |
| Participation rate | 38.2% | 64.1%-25.8pp | 73.8%-35.5pp | 68.3%-30.1pp |
| Annual return | 15.69% | 35.90%-20.2pp | 282.51%-266.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $608 | $2,158-71.8% | $2,721-77.6% | $2,631-76.9% |
| Participant deferral / active EE | $1,742 | $3,030-42.5% | $4,175-58.3% | $4,212-58.6% |
| Admin fee / account holder | $0 | $4,863-100.0% | $5,349-100.0% | $7,344-100.0% |