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 | $2,336 | $30,400-92.3% | $53,898-95.7% | $84,808-97.2% |
| Participation rate | 43.0% | 46.4%-3.4pp | 55.0%-11.9pp | 68.3%-25.3pp |
| Annual return | 30.05% | 500.19%-470.1pp | 528.60%-498.6pp | 40.90%-10.8pp |
| Employer contribution / active EE | $176 | $603-70.7% | $932-81.1% | $2,631-93.3% |
| Participant deferral / active EE | $304 | $1,199-74.6% | $1,826-83.3% | $4,212-92.8% |
| Admin fee / account holder | $177 | $1,993-91.1% | $2,491-92.9% | $7,344-97.6% |