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 | $13,777 | $60,124-77.1% | $90,404-84.8% | $79,858-82.7% |
| Participation rate | 50.0% | 65.0%-15.0pp | 72.7%-22.7pp | 69.6%-19.6pp |
| Annual return | 25.44% | 71.94%-46.5pp | 1293.02%-1267.6pp | 31.71%-6.3pp |
| Employer contribution / active EE | $613 | $2,068-70.4% | $3,262-81.2% | $2,471-75.2% |
| Participant deferral / active EE | $981 | $2,938-66.6% | $3,963-75.2% | $3,740-73.8% |
| Admin fee / account holder | $18 | $3,976-99.6% | $5,611-99.7% | $5,306-99.7% |