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 | $29,504 | $162,781-81.9% | $133,956-78.0% | $158,922-81.4% |
| Participation rate | 63.6% | 83.2%-19.6pp | 79.8%-16.2pp | 82.0%-18.3pp |
| Annual return | 10.02% | 41.94%-31.9pp | 45.09%-35.1pp | 302.83%-292.8pp |
| Employer contribution / active EE | $2,143 | $4,975-56.9% | $3,919-45.3% | $4,761-55.0% |
| Participant deferral / active EE | $4,185 | $5,911-29.2% | $5,048-17.1% | $5,982-30.0% |
| Admin fee / account holder | $186 | $11,736-98.4% | $8,927-97.9% | $11,246-98.3% |