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 | $11,910 | $100,773-88.2% | $88,946-86.6% | $142,382-91.6% |
| Participation rate | 60.0% | 74.3%-14.3pp | 68.8%-8.8pp | 80.1%-20.1pp |
| Annual return | 24.75% | 70.18%-45.4pp | 57.82%-33.1pp | 217.08%-192.3pp |
| Employer contribution / active EE | $819 | $2,918-71.9% | $2,555-67.9% | $4,299-80.9% |
| Participant deferral / active EE | $1,262 | $5,230-75.9% | $4,581-72.5% | $6,507-80.6% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |