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 | $30,743 | $91,190-66.3% | $178,490-82.8% | $79,858-61.5% |
| Participation rate | 41.1% | 69.2%-28.1pp | 81.9%-40.8pp | 69.6%-28.5pp |
| Annual return | 16.63% | 24.19%-7.6pp | 151.07%-134.4pp | 31.71%-15.1pp |
| Employer contribution / active EE | $975 | $3,256-70.1% | $5,011-80.5% | $2,471-60.6% |
| Participant deferral / active EE | $1,701 | $3,236-47.4% | $5,202-67.3% | $3,740-54.5% |
| Admin fee / account holder | $259 | $6,751-96.2% | $13,984-98.1% | $5,306-95.1% |