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 6-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 | $12,411 | $99,919-87.6% | - | $158,922-92.2% |
| Participation rate | 36.4% | 71.6%-35.2pp | - | 82.0%-45.6pp |
| Annual return | 71.09% | 35.31%+35.8pp | - | 302.83%-231.7pp |
| Employer contribution / active EE | $1,196 | $3,686-67.5% | - | $4,761-74.9% |
| Participant deferral / active EE | $2,067 | $4,771-56.7% | - | $5,982-65.5% |
| Admin fee / account holder | $27 | $2,820-99.1% | - | $11,246-99.8% |