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 | $30,775 | $99,020-68.9% | $86,590-64.5% | $147,584-79.1% |
| Participation rate | 38.5% | 76.3%-37.9pp | 73.5%-35.1pp | 82.8%-44.4pp |
| Annual return | 14.50% | 1312.34%-1297.8pp | 964.84%-950.3pp | 578.55%-564.1pp |
| Employer contribution / active EE | $829 | $3,132-73.5% | $2,839-70.8% | $4,876-83.0% |
| Participant deferral / active EE | $2,309 | $3,972-41.9% | $3,609-36.0% | $5,439-57.5% |
| Admin fee / account holder | $18 | $5,710-99.7% | $4,906-99.6% | $10,885-99.8% |