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 | $44,023 | $108,172-59.3% | $77,482-43.2% | $158,922-72.3% |
| Participation rate | 40.0% | 64.4%-24.4pp | 54.2%-14.2pp | 82.0%-42.0pp |
| Annual return | 35.79% | 31.67%+4.1pp | 54.79%-19.0pp | 302.83%-267.0pp |
| Employer contribution / active EE | $640 | $1,325-51.7% | $986-35.1% | $4,761-86.6% |
| Participant deferral / active EE | $4,376 | $2,456+78.2% | $1,861+135.1% | $5,982-26.8% |
| Admin fee / account holder | $20 | $3,708-99.5% | $2,858-99.3% | $11,246-99.8% |