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 3-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 | $7,443 | $54,705-86.4% | $71,209-89.5% | $84,808-91.2% |
| Participation rate | 65.6% | 64.1%+1.6pp | 73.8%-8.1pp | 68.3%-2.7pp |
| Annual return | 29.47% | 35.90%-6.4pp | 282.51%-253.0pp | 40.90%-11.4pp |
| Employer contribution / active EE | $608 | $2,158-71.8% | $2,721-77.7% | $2,631-76.9% |
| Participant deferral / active EE | $846 | $3,030-72.1% | $4,175-79.7% | $4,212-79.9% |
| Admin fee / account holder | $45 | $4,863-99.1% | $5,349-99.2% | $7,344-99.4% |