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 10-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 | $24,443 | $30,400-19.6% | $53,898-54.6% | $84,808-71.2% |
| Participation rate | 20.9% | 46.4%-25.5pp | 55.0%-34.1pp | 68.3%-47.4pp |
| Annual return | 16.92% | 500.19%-483.3pp | 528.60%-511.7pp | 40.90%-24.0pp |
| Employer contribution / active EE | $471 | $603-21.9% | $932-49.5% | $2,631-82.1% |
| Participant deferral / active EE | $641 | $1,199-46.5% | $1,826-64.9% | $4,212-84.8% |
| Admin fee / account holder | $65 | $1,993-96.7% | $2,491-97.4% | $7,344-99.1% |