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 4-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 | $13,691 | $99,877-86.3% | $84,966-83.9% | $145,922-90.6% |
| Participation rate | 63.6% | 74.1%-10.5pp | 67.5%-3.9pp | 80.3%-16.6pp |
| Annual return | 14.26% | 83.76%-69.5pp | 66.38%-52.1pp | 561.29%-547.0pp |
| Employer contribution / active EE | $2,337 | $3,231-27.7% | $2,727-14.3% | $4,660-49.9% |
| Participant deferral / active EE | $2,380 | $5,291-55.0% | $4,519-47.3% | $6,688-64.4% |
| Admin fee / account holder | $93 | $7,248-98.7% | $6,149-98.5% | $13,397-99.3% |