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 | $10,805 | $100,852-89.3% | $90,404-88.0% | $158,922-93.2% |
| Participation rate | 69.6% | 75.0%-5.5pp | 72.7%-3.1pp | 82.0%-12.4pp |
| Annual return | 15.76% | 1724.20%-1708.4pp | 1293.02%-1277.3pp | 302.83%-287.1pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,446 | $4,348-43.7% | $3,963-38.3% | $5,982-59.1% |
| Admin fee / account holder | $220 | $6,501-96.6% | $5,611-96.1% | $11,246-98.0% |