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 | $27,364 | $70,756-61.3% | $65,493-58.2% | $142,382-80.8% |
| Participation rate | 62.5% | 77.4%-14.9pp | 73.1%-10.6pp | 80.1%-17.6pp |
| Annual return | 18.89% | 1754.89%-1736.0pp | 982.45%-963.6pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,357 | $2,881-52.9% | $2,574-47.3% | $4,299-68.4% |
| Participant deferral / active EE | $3,200 | $4,637-31.0% | $3,961-19.2% | $6,507-50.8% |
| Admin fee / account holder | $19 | $6,559-99.7% | $5,028-99.6% | $12,624-99.8% |