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 | $13,794 | $54,517-74.7% | $75,972-81.8% | $74,495-81.5% |
| Participation rate | 27.3% | 60.3%-33.0pp | 69.1%-41.7pp | 67.2%-39.9pp |
| Annual return | 21.55% | 31.82%-10.3pp | 359.55%-338.0pp | 1364.94%-1343.4pp |
| Employer contribution / active EE | $506 | $1,777-71.5% | $2,685-81.2% | $2,623-80.7% |
| Participant deferral / active EE | $1,183 | $3,066-61.4% | $4,255-72.2% | $4,346-72.8% |
| Admin fee / account holder | $174 | $2,229-92.2% | $6,467-97.3% | $1,942-91.0% |