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 8-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 | $25,942 | $112,096-76.9% | $95,952-73.0% | $158,922-83.7% |
| Participation rate | 31.8% | 79.0%-47.2pp | 77.1%-45.3pp | 82.0%-50.1pp |
| Annual return | 29.57% | 171.09%-141.5pp | 91.61%-62.0pp | 302.83%-273.3pp |
| Employer contribution / active EE | $899 | $3,198-71.9% | $2,541-64.6% | $4,761-81.1% |
| Participant deferral / active EE | $3,285 | $4,784-31.3% | $4,167-21.2% | $5,982-45.1% |
| Admin fee / account holder | $173 | $10,130-98.3% | $6,795-97.5% | $11,246-98.5% |