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 | $15,601 | $202,432-92.3% | $169,368-90.8% | $139,434-88.8% |
| Participation rate | 43.5% | 81.1%-37.6pp | 77.1%-33.7pp | 80.3%-36.8pp |
| Annual return | 25.89% | 531.74%-505.8pp | 405.60%-379.7pp | 372.94%-347.1pp |
| Employer contribution / active EE | $859 | $4,692-81.7% | $4,013-78.6% | $4,751-81.9% |
| Participant deferral / active EE | $3,268 | $6,938-52.9% | $6,221-47.5% | $6,710-51.3% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |