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 | $9,752 | $53,516-81.8% | $126,539-92.3% | $84,808-88.5% |
| Participation rate | 62.5% | 58.2%+4.3pp | 69.8%-7.3pp | 68.3%-5.8pp |
| Annual return | 24.20% | 58.34%-34.1pp | 425.95%-401.7pp | 40.90%-16.7pp |
| Employer contribution / active EE | $418 | $1,535-72.8% | $3,674-88.6% | $2,631-84.1% |
| Participant deferral / active EE | $1,285 | $2,671-51.9% | $4,083-68.5% | $4,212-69.5% |
| Admin fee / account holder | $140 | $4,497-96.9% | $6,065-97.7% | $7,344-98.1% |