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 | $53,976 | $91,037-40.7% | $71,671-24.7% | $147,584-63.4% |
| Participation rate | 44.4% | 76.1%-31.7pp | 68.7%-24.3pp | 82.8%-38.4pp |
| Annual return | 15.52% | 20.48%-5.0pp | 20.65%-5.1pp | 578.55%-563.0pp |
| Employer contribution / active EE | $619 | $3,327-81.4% | $2,460-74.8% | $4,876-87.3% |
| Participant deferral / active EE | $2,885 | $4,498-35.9% | $3,438-16.1% | $5,439-47.0% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |