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 5-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 | $10,970 | $70,606-84.5% | $53,898-79.6% | $142,382-92.3% |
| Participation rate | 33.3% | 63.7%-30.4pp | 55.0%-21.6pp | 80.1%-46.8pp |
| Annual return | 19.62% | 619.81%-600.2pp | 528.60%-509.0pp | 217.08%-197.5pp |
| Employer contribution / active EE | $147 | $1,202-87.7% | $932-84.2% | $4,299-96.6% |
| Participant deferral / active EE | $327 | $2,364-86.2% | $1,826-82.1% | $6,507-95.0% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |