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 | $15,864 | $109,327-85.5% | $89,391-82.3% | $158,922-90.0% |
| Participation rate | 42.9% | 74.3%-31.4pp | 68.0%-25.1pp | 82.0%-39.1pp |
| Annual return | 16.89% | 345.68%-328.8pp | 245.62%-228.7pp | 302.83%-285.9pp |
| Employer contribution / active EE | $553 | $3,170-82.6% | $2,586-78.6% | $4,761-88.4% |
| Participant deferral / active EE | $1,928 | $4,598-58.1% | $3,890-50.4% | $5,982-67.8% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |