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 | $24,729 | $226,064-89.1% | $182,532-86.5% | $152,861-83.8% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.4%-15.8pp |
| Annual return | 30.04% | 192.51%-162.5pp | 148.54%-118.5pp | 345.32%-315.3pp |
| Employer contribution / active EE | $842 | $4,978-83.1% | $4,076-79.3% | $4,762-82.3% |
| Participant deferral / active EE | $4,863 | $6,368-23.6% | $5,524-12.0% | $5,850-16.9% |
| Admin fee / account holder | $91 | $10,703-99.2% | $8,592-98.9% | $11,596-99.2% |