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 | $11,350 | $100,773-88.7% | $88,946-87.2% | $142,382-92.0% |
| Participation rate | 57.1% | 74.3%-17.1pp | 68.8%-11.7pp | 80.1%-23.0pp |
| Annual return | 20.00% | 70.18%-50.2pp | 57.82%-37.8pp | 217.08%-197.1pp |
| Employer contribution / active EE | $0 | $2,918-100.0% | $2,555-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,790 | $5,230-46.7% | $4,581-39.1% | $6,507-57.1% |
| Admin fee / account holder | $226 | $9,693-97.7% | $8,261-97.3% | $12,624-98.2% |