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 7-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 | $55,301 | $169,032-67.3% | $129,207-57.2% | $145,922-62.1% |
| Participation rate | 25.0% | 76.4%-51.4pp | 69.6%-44.6pp | 80.3%-55.3pp |
| Annual return | 9.91% | 14330.11%-14320.2pp | 9417.33%-9407.4pp | 561.29%-551.4pp |
| Employer contribution / active EE | $366 | $5,537-93.4% | $4,153-91.2% | $4,660-92.1% |
| Participant deferral / active EE | $1,899 | $4,987-61.9% | $4,168-54.4% | $6,688-71.6% |
| Admin fee / account holder | $225 | $9,954-97.7% | $7,715-97.1% | $13,397-98.3% |