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 10-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 | $32,359 | $53,127-39.1% | $86,590-62.6% | $70,131-53.9% |
| Participation rate | 18.6% | 65.3%-46.7pp | 73.5%-54.9pp | 69.5%-50.9pp |
| Annual return | 14.85% | 27.66%-12.8pp | 964.84%-950.0pp | 73.14%-58.3pp |
| Employer contribution / active EE | $694 | $2,068-66.4% | $2,839-75.5% | $2,342-70.4% |
| Participant deferral / active EE | $1,036 | $2,696-61.6% | $3,609-71.3% | $3,332-68.9% |
| Admin fee / account holder | $0 | $3,585-100.0% | $4,906-100.0% | $4,645-100.0% |