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 9-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 | $19,245 | $107,334-82.1% | $92,893-79.3% | $152,861-87.4% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.4%-15.8pp |
| Annual return | 30.21% | 145.58%-115.4pp | 109.41%-79.2pp | 345.32%-315.1pp |
| Employer contribution / active EE | $880 | $4,221-79.1% | $3,653-75.9% | $4,762-81.5% |
| Participant deferral / active EE | $3,744 | $4,845-22.7% | $4,236-11.6% | $5,850-36.0% |
| Admin fee / account holder | $21 | $7,079-99.7% | $5,794-99.6% | $11,596-99.8% |