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 4-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 | $6,173 | $90,348-93.2% | $75,972-91.9% | $145,922-95.8% |
| Participation rate | 53.8% | 74.5%-20.6pp | 69.1%-15.2pp | 80.3%-26.4pp |
| Annual return | 10.51% | 620.88%-610.4pp | 359.55%-349.0pp | 561.29%-550.8pp |
| Employer contribution / active EE | $600 | $3,311-81.9% | $2,685-77.6% | $4,660-87.1% |
| Participant deferral / active EE | $1,118 | $5,162-78.3% | $4,255-73.7% | $6,688-83.3% |
| Admin fee / account holder | $225 | $8,467-97.3% | $6,467-96.5% | $13,397-98.3% |