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 9-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 | $25,373 | $77,899-67.4% | $149,673-83.0% | $75,163-66.2% |
| Participation rate | 32.6% | 65.6%-33.0pp | 78.8%-46.2pp | 67.2%-34.6pp |
| Annual return | 22.20% | 31.72%-9.5pp | 134.42%-112.2pp | 160.62%-138.4pp |
| Employer contribution / active EE | $828 | $3,137-73.6% | $4,818-82.8% | $2,670-69.0% |
| Participant deferral / active EE | $1,377 | $3,411-59.6% | $5,680-75.8% | $4,125-66.6% |
| Admin fee / account holder | $181 | $5,956-97.0% | $13,210-98.6% | $5,651-96.8% |