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 | $21,049 | $30,400-30.8% | $53,898-60.9% | $84,808-75.2% |
| Participation rate | 27.7% | 46.4%-18.8pp | 55.0%-27.3pp | 68.3%-40.7pp |
| Annual return | 23.58% | 500.19%-476.6pp | 528.60%-505.0pp | 40.90%-17.3pp |
| Employer contribution / active EE | $350 | $603-41.9% | $932-62.4% | $2,631-86.7% |
| Participant deferral / active EE | $1,605 | $1,199+33.9% | $1,826-12.1% | $4,212-61.9% |
| Admin fee / account holder | $76 | $1,993-96.2% | $2,491-97.0% | $7,344-99.0% |