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 | $25,113 | $27,915-10.0% | $58,482-57.1% | $75,163-66.6% |
| Participation rate | 15.4% | 38.8%-23.4pp | 50.9%-35.5pp | 67.2%-51.8pp |
| Annual return | 15.69% | 44.20%-28.5pp | 4239.32%-4223.6pp | 160.62%-144.9pp |
| Employer contribution / active EE | $130 | $669-80.6% | $1,053-87.7% | $2,670-95.1% |
| Participant deferral / active EE | $469 | $1,201-60.9% | $1,924-75.6% | $4,125-88.6% |
| Admin fee / account holder | $160 | $1,726-90.7% | $2,516-93.6% | $5,651-97.2% |