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 7-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 | $45,348 | $102,604-55.8% | $86,188-47.4% | $139,434-67.5% |
| Participation rate | 17.6% | 74.5%-56.8pp | 69.0%-51.3pp | 80.3%-62.7pp |
| Annual return | 24.30% | 1922.51%-1898.2pp | 1168.45%-1144.1pp | 372.94%-348.6pp |
| Employer contribution / active EE | $686 | $3,032-77.4% | $2,380-71.2% | $4,751-85.6% |
| Participant deferral / active EE | $1,689 | $4,676-63.9% | $3,985-57.6% | $6,710-74.8% |
| Admin fee / account holder | $151 | $8,657-98.3% | $6,852-97.8% | $11,403-98.7% |