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 | $11,953 | $31,310-61.8% | $53,898-77.8% | $74,304-83.9% |
| Participation rate | 19.1% | 30.7%-11.6pp | 55.0%-35.9pp | 60.3%-41.3pp |
| Annual return | 32.29% | 23.16%+9.1pp | 528.60%-496.3pp | 29.43%+2.9pp |
| Employer contribution / active EE | $380 | $450-15.6% | $932-59.3% | $2,241-83.1% |
| Participant deferral / active EE | $1,129 | $934+20.8% | $1,826-38.2% | $3,767-70.0% |
| Admin fee / account holder | $224 | $2,175-89.7% | $2,491-91.0% | $2,969-92.4% |