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 5-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 | $39,760 | $70,606-43.7% | $53,898-26.2% | $142,382-72.1% |
| Participation rate | 63.6% | 63.7%-0.1pp | 55.0%+8.7pp | 80.1%-16.5pp |
| Annual return | 18.98% | 619.81%-600.8pp | 528.60%-509.6pp | 217.08%-198.1pp |
| Employer contribution / active EE | $1,096 | $1,202-8.8% | $932+17.6% | $4,299-74.5% |
| Participant deferral / active EE | $5,513 | $2,364+133.2% | $1,826+201.9% | $6,507-15.3% |
| Admin fee / account holder | $264 | $2,852-90.8% | $2,491-89.4% | $12,624-97.9% |