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 | $29,882 | $88,751-66.3% | $81,812-63.5% | $145,922-79.5% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | 15.78% | 1025.40%-1009.6pp | 773.79%-758.0pp | 561.29%-545.5pp |
| Employer contribution / active EE | $1,950 | $3,083-36.8% | $2,912-33.0% | $4,660-58.2% |
| Participant deferral / active EE | $3,749 | $4,643-19.3% | $4,319-13.2% | $6,688-43.9% |
| Admin fee / account holder | $149 | $8,415-98.2% | $7,386-98.0% | $13,397-98.9% |