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 8-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 | $21,411 | $100,852-78.8% | $90,404-76.3% | $158,922-86.5% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 23.48% | 1724.20%-1700.7pp | 1293.02%-1269.5pp | 302.83%-279.4pp |
| Employer contribution / active EE | $820 | $3,689-77.8% | $3,262-74.9% | $4,761-82.8% |
| Participant deferral / active EE | $2,915 | $4,348-33.0% | $3,963-26.5% | $5,982-51.3% |
| Admin fee / account holder | $71 | $6,501-98.9% | $5,611-98.7% | $11,246-99.4% |