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 6-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 | $19,275 | $27,915-31.0% | $58,482-67.0% | $75,163-74.4% |
| Participation rate | 28.0% | 38.8%-10.8pp | 50.9%-22.9pp | 67.2%-39.2pp |
| Annual return | 18.90% | 44.20%-25.3pp | 4239.32%-4220.4pp | 160.62%-141.7pp |
| Employer contribution / active EE | $356 | $669-46.7% | $1,053-66.2% | $2,670-86.6% |
| Participant deferral / active EE | $1,188 | $1,201-1.1% | $1,924-38.2% | $4,125-71.2% |
| Admin fee / account holder | $205 | $1,726-88.1% | $2,516-91.9% | $5,651-96.4% |