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 6-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 | $18,297 | $185,200-90.1% | $142,863-87.2% | $167,490-89.1% |
| Participation rate | 50.0% | 78.4%-28.4pp | 71.9%-21.9pp | 82.1%-32.1pp |
| Annual return | 29.31% | 8555.70%-8526.4pp | 5637.54%-5608.2pp | 478.56%-449.2pp |
| Employer contribution / active EE | $2,406 | $5,604-57.1% | $4,144-41.9% | $4,837-50.3% |
| Participant deferral / active EE | $3,922 | $4,494-12.7% | $3,837+2.2% | $6,341-38.2% |
| Admin fee / account holder | $44 | $8,031-99.5% | $6,560-99.3% | $12,309-99.6% |