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 3-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 | $12,948 | $70,606-81.7% | $53,898-76.0% | $142,382-90.9% |
| Participation rate | 63.6% | 63.7%-0.1pp | 55.0%+8.7pp | 80.1%-16.5pp |
| Annual return | 27.09% | 619.81%-592.7pp | 528.60%-501.5pp | 217.08%-190.0pp |
| Employer contribution / active EE | $1,288 | $1,202+7.2% | $932+38.2% | $4,299-70.0% |
| Participant deferral / active EE | $2,094 | $2,364-11.4% | $1,826+14.6% | $6,507-67.8% |
| Admin fee / account holder | $79 | $2,852-97.2% | $2,491-96.8% | $12,624-99.4% |