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 10-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 | $16,082 | $31,109-48.3% | $67,711-76.2% | $52,331-69.3% |
| Participation rate | 18.1% | 54.0%-35.9pp | 67.5%-49.4pp | 68.1%-50.0pp |
| Annual return | 626.57% | 23.70%+602.9pp | 25.41%+601.2pp | 4.54%+622.0pp |
| Employer contribution / active EE | $481 | $1,076-55.3% | $2,559-81.2% | $1,882-74.4% |
| Participant deferral / active EE | $814 | $1,970-58.7% | $3,585-77.3% | $3,022-73.1% |
| Admin fee / account holder | $107 | $466-77.0% | $4,255-97.5% | $592-81.9% |