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 | $18,223 | $29,660-38.6% | $56,411-67.7% | $80,856-77.5% |
| Participation rate | 26.9% | 41.6%-14.7pp | 52.5%-25.5pp | 67.6%-40.7pp |
| Annual return | 14.87% | 35.23%-20.4pp | 1701.33%-1686.5pp | 35.59%-20.7pp |
| Employer contribution / active EE | $124 | $669-81.5% | $1,039-88.1% | $2,755-95.5% |
| Participant deferral / active EE | $1,648 | $1,226+34.4% | $1,952-15.6% | $4,296-61.6% |
| Admin fee / account holder | $43 | $2,428-98.2% | $2,829-98.5% | $6,918-99.4% |