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 | $7,010 | $85,022-91.8% | $70,515-90.1% | $139,434-95.0% |
| Participation rate | 55.6% | 73.9%-18.4pp | 68.3%-12.8pp | 80.3%-24.8pp |
| Annual return | 16.84% | 30.38%-13.5pp | 32.77%-15.9pp | 372.94%-356.1pp |
| Employer contribution / active EE | $0 | $3,909-100.0% | $2,973-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,420 | $5,890-75.9% | $4,567-68.9% | $6,710-78.8% |
| Admin fee / account holder | $24 | $8,906-99.7% | $6,412-99.6% | $11,403-99.8% |