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 10-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 | $14,644 | $109,327-86.6% | $89,391-83.6% | $158,922-90.8% |
| Participation rate | 68.8% | 74.3%-5.5pp | 68.0%+0.8pp | 82.0%-13.2pp |
| Annual return | 16.79% | 345.68%-328.9pp | 245.62%-228.8pp | 302.83%-286.0pp |
| Employer contribution / active EE | $607 | $3,170-80.9% | $2,586-76.5% | $4,761-87.3% |
| Participant deferral / active EE | $3,014 | $4,598-34.4% | $3,890-22.5% | $5,982-49.6% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |