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 | $28,513 | $149,734-81.0% | $118,925-76.0% | $158,922-82.1% |
| Participation rate | 66.7% | 82.1%-15.4pp | 75.4%-8.7pp | 82.0%-15.3pp |
| Annual return | 7.12% | 19.95%-12.8pp | 35.88%-28.8pp | 302.83%-295.7pp |
| Employer contribution / active EE | $1,957 | $4,115-52.5% | $3,263-40.0% | $4,761-58.9% |
| Participant deferral / active EE | $4,344 | $5,223-16.8% | $4,265+1.9% | $5,982-27.4% |
| Admin fee / account holder | $215 | $8,603-97.5% | $6,581-96.7% | $11,246-98.1% |