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 | $21,536 | $35,183-38.8% | $73,545-70.7% | $70,131-69.3% |
| Participation rate | 9.0% | 42.9%-34.0pp | 54.9%-46.0pp | 69.5%-60.6pp |
| Annual return | 25.05% | 26.90%-1.9pp | -15.16%+40.2pp | 73.14%-48.1pp |
| Employer contribution / active EE | $180 | $709-74.7% | $1,219-85.3% | $2,342-92.3% |
| Participant deferral / active EE | $972 | $1,220-20.3% | $1,806-46.2% | $3,332-70.8% |
| Admin fee / account holder | $33 | $2,302-98.5% | $2,320-98.6% | $4,645-99.3% |