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 | $13,349 | $80,717-83.5% | $154,803-91.4% | $84,808-84.3% |
| Participation rate | 20.0% | 66.8%-46.8pp | 78.1%-58.1pp | 68.3%-48.3pp |
| Annual return | 100.71% | 37.96%+62.8pp | 58.88%+41.8pp | 40.90%+59.8pp |
| Employer contribution / active EE | $909 | $2,761-67.1% | $4,305-78.9% | $2,631-65.5% |
| Participant deferral / active EE | $1,673 | $3,303-49.3% | $5,540-69.8% | $4,212-60.3% |
| Admin fee / account holder | $163 | $6,746-97.6% | $14,329-98.9% | $7,344-97.8% |