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 | $27,135 | $111,724-75.7% | $93,606-71.0% | $145,922-81.4% |
| Participation rate | 44.4% | 74.2%-29.8pp | 68.7%-24.3pp | 80.3%-35.8pp |
| Annual return | 22.29% | 202.98%-180.7pp | 133.20%-110.9pp | 561.29%-539.0pp |
| Employer contribution / active EE | $614 | $3,090-80.1% | $2,420-74.6% | $4,660-86.8% |
| Participant deferral / active EE | $2,006 | $4,912-59.2% | $4,411-54.5% | $6,688-70.0% |
| Admin fee / account holder | $18 | $10,250-99.8% | $8,285-99.8% | $13,397-99.9% |