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 | $7,662 | $99,918-92.3% | $81,382-90.6% | $145,922-94.7% |
| Participation rate | 33.3% | 74.2%-40.8pp | 69.5%-36.2pp | 80.3%-46.9pp |
| Annual return | 15.36% | 34.32%-19.0pp | 24.73%-9.4pp | 561.29%-545.9pp |
| Employer contribution / active EE | $738 | $2,978-75.2% | $2,463-70.0% | $4,660-84.2% |
| Participant deferral / active EE | $1,074 | $4,605-76.7% | $3,883-72.3% | $6,688-83.9% |
| Admin fee / account holder | $20 | $8,212-99.8% | $5,768-99.7% | $13,397-99.9% |