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 3-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 | $12,027 | $158,398-92.4% | $126,539-90.5% | $142,382-91.6% |
| Participation rate | 13.3% | 75.8%-62.5pp | 69.8%-56.5pp | 80.1%-66.8pp |
| Annual return | 31.37% | 593.76%-562.4pp | 425.95%-394.6pp | 217.08%-185.7pp |
| Employer contribution / active EE | $278 | $4,650-94.0% | $3,674-92.4% | $4,299-93.5% |
| Participant deferral / active EE | $371 | $4,767-92.2% | $4,083-90.9% | $6,507-94.3% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |