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 6-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 | $5,006 | $27,915-82.1% | $58,482-91.4% | $75,163-93.3% |
| Participation rate | 41.1% | 38.8%+2.2pp | 50.9%-9.8pp | 67.2%-26.1pp |
| Annual return | 23.00% | 44.20%-21.2pp | 4239.32%-4216.3pp | 160.62%-137.6pp |
| Employer contribution / active EE | $306 | $669-54.3% | $1,053-70.9% | $2,670-88.5% |
| Participant deferral / active EE | $688 | $1,201-42.7% | $1,924-64.2% | $4,125-83.3% |
| Admin fee / account holder | $219 | $1,726-87.3% | $2,516-91.3% | $5,651-96.1% |