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 | $9,492 | $152,509-93.8% | $117,472-91.9% | $134,475-92.9% |
| Participation rate | 46.7% | 77.1%-30.4pp | 70.6%-23.9pp | 81.2%-34.6pp |
| Annual return | 24.32% | 52.99%-28.7pp | 29.74%-5.4pp | 417.96%-393.6pp |
| Employer contribution / active EE | $998 | $5,571-82.1% | $4,176-76.1% | $4,740-78.9% |
| Participant deferral / active EE | $2,149 | $4,818-55.4% | $4,070-47.2% | $6,400-66.4% |
| Admin fee / account holder | $24 | $7,004-99.7% | $5,645-99.6% | $11,426-99.8% |