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 | $26,743 | $30,400-12.0% | $53,898-50.4% | $84,808-68.5% |
| Participation rate | 7.4% | 46.4%-39.0pp | 55.0%-47.6pp | 68.3%-60.9pp |
| Annual return | 20.54% | 500.19%-479.6pp | 528.60%-508.1pp | 40.90%-20.4pp |
| Employer contribution / active EE | $87 | $603-85.6% | $932-90.7% | $2,631-96.7% |
| Participant deferral / active EE | $414 | $1,199-65.5% | $1,826-77.3% | $4,212-90.2% |
| Admin fee / account holder | $260 | $1,993-87.0% | $2,491-89.6% | $7,344-96.5% |