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 | $17,935 | $99,020-81.9% | $86,590-79.3% | $147,584-87.8% |
| Participation rate | 0.0% | 76.3%-76.3pp | 73.5%-73.5pp | 82.8%-82.8pp |
| Annual return | 17.06% | 1312.34%-1295.3pp | 964.84%-947.8pp | 578.55%-561.5pp |
| Employer contribution / active EE | $1,109 | $3,132-64.6% | $2,839-60.9% | $4,876-77.3% |
| Participant deferral / active EE | $1,190 | $3,972-70.0% | $3,609-67.0% | $5,439-78.1% |
| Admin fee / account holder | $168 | $5,710-97.1% | $4,906-96.6% | $10,885-98.5% |