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 5-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 | $27,912 | $30,400-8.2% | $53,898-48.2% | $84,808-67.1% |
| Participation rate | 18.5% | 46.4%-27.9pp | 55.0%-36.4pp | 68.3%-49.8pp |
| Annual return | 18.33% | 500.19%-481.9pp | 528.60%-510.3pp | 40.90%-22.6pp |
| Employer contribution / active EE | $548 | $603-9.0% | $932-41.2% | $2,631-79.2% |
| Participant deferral / active EE | $891 | $1,199-25.7% | $1,826-51.2% | $4,212-78.9% |
| Admin fee / account holder | $77 | $1,993-96.2% | $2,491-96.9% | $7,344-99.0% |