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 | $23,090 | $104,974-78.0% | $95,585-75.8% | $142,382-83.8% |
| Participation rate | 47.1% | 75.0%-27.9pp | 72.1%-25.0pp | 80.1%-33.1pp |
| Annual return | 21.23% | 210.33%-189.1pp | 38.56%-17.3pp | 217.08%-195.9pp |
| Employer contribution / active EE | $451 | $2,779-83.8% | $2,527-82.2% | $4,299-89.5% |
| Participant deferral / active EE | $902 | $4,352-79.3% | $4,023-77.6% | $6,507-86.1% |
| Admin fee / account holder | $87 | $6,386-98.6% | $6,127-98.6% | $12,624-99.3% |