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 4-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 | $13,711 | $96,635-85.8% | $86,612-84.2% | $139,434-90.2% |
| Participation rate | 33.3% | 74.4%-41.1pp | 71.7%-38.4pp | 80.3%-47.0pp |
| Annual return | 60.19% | 106.41%-46.2pp | 591.07%-530.9pp | 372.94%-312.8pp |
| Employer contribution / active EE | $941 | $3,263-71.2% | $3,022-68.9% | $4,751-80.2% |
| Participant deferral / active EE | $2,473 | $4,836-48.9% | $4,438-44.3% | $6,710-63.2% |
| Admin fee / account holder | $31 | $6,408-99.5% | $5,614-99.5% | $11,403-99.7% |