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 | $26,246 | $110,502-76.2% | $80,716-67.5% | $167,490-84.3% |
| Participation rate | 27.8% | 64.0%-36.2pp | 54.2%-26.4pp | 82.1%-54.3pp |
| Annual return | 48.58% | 120.54%-72.0pp | 87.28%-38.7pp | 478.56%-430.0pp |
| Employer contribution / active EE | $705 | $1,543-54.3% | $1,160-39.3% | $4,837-85.4% |
| Participant deferral / active EE | $1,967 | $2,871-31.5% | $2,146-8.3% | $6,341-69.0% |
| Admin fee / account holder | $83 | $4,545-98.2% | $3,380-97.5% | $12,309-99.3% |