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 7-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 | $33,240 | $93,571-64.5% | $135,903-75.5% | $75,163-55.8% |
| Participation rate | 38.6% | 75.2%-36.6pp | 81.9%-43.3pp | 67.2%-28.6pp |
| Annual return | 80.72% | 30.90%+49.8pp | 68.23%+12.5pp | 160.62%-79.9pp |
| Employer contribution / active EE | $1,342 | $3,537-62.1% | $4,856-72.4% | $2,670-49.7% |
| Participant deferral / active EE | $2,627 | $6,404-59.0% | $7,758-66.1% | $4,125-36.3% |
| Admin fee / account holder | $242 | $6,975-96.5% | $10,762-97.8% | $5,651-95.7% |