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 8-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 | $18,300 | $90,348-79.7% | $75,972-75.9% | $145,922-87.5% |
| Participation rate | 63.6% | 74.5%-10.8pp | 69.1%-5.4pp | 80.3%-16.6pp |
| Annual return | 14.18% | 620.88%-606.7pp | 359.55%-345.4pp | 561.29%-547.1pp |
| Employer contribution / active EE | $1,002 | $3,311-69.7% | $2,685-62.7% | $4,660-78.5% |
| Participant deferral / active EE | $2,443 | $5,162-52.7% | $4,255-42.6% | $6,688-63.5% |
| Admin fee / account holder | $11 | $8,467-99.9% | $6,467-99.8% | $13,397-99.9% |