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 | $12,930 | $104,907-87.7% | $84,611-84.7% | $152,861-91.5% |
| Participation rate | 30.8% | 74.8%-44.1pp | 68.2%-37.5pp | 82.4%-51.7pp |
| Annual return | 30.43% | 373.79%-343.4pp | 258.74%-228.3pp | 345.32%-314.9pp |
| Employer contribution / active EE | $426 | $3,302-87.1% | $2,652-83.9% | $4,762-91.0% |
| Participant deferral / active EE | $1,136 | $4,688-75.8% | $3,899-70.9% | $5,850-80.6% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |