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 6-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 | $11,168 | $88,751-87.4% | $81,812-86.3% | $145,922-92.3% |
| Participation rate | 27.8% | 75.0%-47.3pp | 72.3%-44.6pp | 80.3%-52.5pp |
| Annual return | 13.77% | 1025.40%-1011.6pp | 773.79%-760.0pp | 561.29%-547.5pp |
| Employer contribution / active EE | $763 | $3,083-75.2% | $2,912-73.8% | $4,660-83.6% |
| Participant deferral / active EE | $1,104 | $4,643-76.2% | $4,319-74.4% | $6,688-83.5% |
| Admin fee / account holder | $227 | $8,415-97.3% | $7,386-96.9% | $13,397-98.3% |