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 | $15,866 | $100,852-84.3% | $90,404-82.4% | $158,922-90.0% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 13.67% | 1724.20%-1710.5pp | 1293.02%-1279.3pp | 302.83%-289.2pp |
| Employer contribution / active EE | $481 | $3,689-86.9% | $3,262-85.2% | $4,761-89.9% |
| Participant deferral / active EE | $2,336 | $4,348-46.3% | $3,963-41.1% | $5,982-61.0% |
| Admin fee / account holder | $52 | $6,501-99.2% | $5,611-99.1% | $11,246-99.5% |