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 | $7,724 | $58,208-86.7% | $81,812-90.6% | $80,856-90.4% |
| Participation rate | 48.6% | 63.4%-14.8pp | 72.3%-23.7pp | 67.6%-19.0pp |
| Annual return | 13.81% | 41.66%-27.8pp | 773.79%-760.0pp | 35.59%-21.8pp |
| Employer contribution / active EE | $363 | $2,340-84.5% | $2,912-87.5% | $2,755-86.8% |
| Participant deferral / active EE | $947 | $3,281-71.1% | $4,319-78.1% | $4,296-77.9% |
| Admin fee / account holder | $3 | $4,981-99.9% | $7,386-100.0% | $6,918-100.0% |