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 4-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 | $11,294 | $41,078-72.5% | $80,569-86.0% | $71,457-84.2% |
| Participation rate | 36.7% | 50.2%-13.5pp | 67.0%-30.3pp | 67.9%-31.2pp |
| Annual return | 47.71% | 38.45%+9.3pp | 935.43%-887.7pp | 28.85%+18.9pp |
| Employer contribution / active EE | $913 | $1,506-39.3% | $2,723-66.5% | $2,588-64.7% |
| Participant deferral / active EE | $1,410 | $2,699-47.8% | $4,447-68.3% | $4,289-67.1% |
| Admin fee / account holder | $245 | $1,840-86.7% | $5,377-95.4% | $1,587-84.5% |