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 | $36,339 | $99,020-63.3% | $86,590-58.0% | $147,584-75.4% |
| Participation rate | 63.6% | 76.3%-12.7pp | 73.5%-9.9pp | 82.8%-19.2pp |
| Annual return | 17.81% | 1312.34%-1294.5pp | 964.84%-947.0pp | 578.55%-560.7pp |
| Employer contribution / active EE | $1,624 | $3,132-48.1% | $2,839-42.8% | $4,876-66.7% |
| Participant deferral / active EE | $3,701 | $3,972-6.8% | $3,609+2.6% | $5,439-31.9% |
| Admin fee / account holder | $211 | $5,710-96.3% | $4,906-95.7% | $10,885-98.1% |