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 | $24,798 | $118,680-79.1% | $98,907-74.9% | $158,922-84.4% |
| Participation rate | 43.8% | 77.8%-34.1pp | 76.0%-32.3pp | 82.0%-38.2pp |
| Annual return | 26.03% | 372.35%-346.3pp | 196.43%-170.4pp | 302.83%-276.8pp |
| Employer contribution / active EE | $774 | $3,333-76.8% | $2,689-71.2% | $4,761-83.7% |
| Participant deferral / active EE | $1,765 | $5,088-65.3% | $4,244-58.4% | $5,982-70.5% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |