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 5-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 | $31,714 | $81,625-61.1% | $58,482-45.8% | $139,434-77.3% |
| Participation rate | 31.6% | 61.3%-29.8pp | 50.9%-19.3pp | 80.3%-48.7pp |
| Annual return | 23.33% | 7404.20%-7380.9pp | 4239.32%-4216.0pp | 372.94%-349.6pp |
| Employer contribution / active EE | $502 | $1,398-64.1% | $1,053-52.3% | $4,751-89.4% |
| Participant deferral / active EE | $3,636 | $2,557+42.2% | $1,924+89.0% | $6,710-45.8% |
| Admin fee / account holder | $114 | $3,265-96.5% | $2,516-95.5% | $11,403-99.0% |