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 9-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 | $16,783 | $96,635-82.6% | $86,612-80.6% | $139,434-88.0% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 16.76% | 106.41%-89.7pp | 591.07%-574.3pp | 372.94%-356.2pp |
| Employer contribution / active EE | $1,146 | $3,263-64.9% | $3,022-62.1% | $4,751-75.9% |
| Participant deferral / active EE | $1,340 | $4,836-72.3% | $4,438-69.8% | $6,710-80.0% |
| Admin fee / account holder | $82 | $6,408-98.7% | $5,614-98.5% | $11,403-99.3% |