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 | $29,976 | $99,020-69.7% | $86,590-65.4% | $147,584-79.7% |
| Participation rate | 60.0% | 76.3%-16.3pp | 73.5%-13.5pp | 82.8%-22.8pp |
| Annual return | 15.38% | 1312.34%-1297.0pp | 964.84%-949.5pp | 578.55%-563.2pp |
| Employer contribution / active EE | $1,078 | $3,132-65.6% | $2,839-62.1% | $4,876-77.9% |
| Participant deferral / active EE | $2,774 | $3,972-30.2% | $3,609-23.1% | $5,439-49.0% |
| Admin fee / account holder | $21 | $5,710-99.6% | $4,906-99.6% | $10,885-99.8% |