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 | $10,773 | $100,773-89.3% | $88,946-87.9% | $142,382-92.4% |
| Participation rate | 38.5% | 74.3%-35.8pp | 68.8%-30.4pp | 80.1%-41.7pp |
| Annual return | 19.30% | 70.18%-50.9pp | 57.82%-38.5pp | 217.08%-197.8pp |
| Employer contribution / active EE | $922 | $2,918-68.4% | $2,555-63.9% | $4,299-78.5% |
| Participant deferral / active EE | $1,466 | $5,230-72.0% | $4,581-68.0% | $6,507-77.5% |
| Admin fee / account holder | $182 | $9,693-98.1% | $8,261-97.8% | $12,624-98.6% |