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 | $14,394 | $99,877-85.6% | $84,966-83.1% | $145,922-90.1% |
| Participation rate | 38.9% | 74.1%-35.2pp | 67.5%-28.6pp | 80.3%-41.4pp |
| Annual return | 9.89% | 83.76%-73.9pp | 66.38%-56.5pp | 561.29%-551.4pp |
| Employer contribution / active EE | $606 | $3,231-81.2% | $2,727-77.8% | $4,660-87.0% |
| Participant deferral / active EE | $1,272 | $5,291-76.0% | $4,519-71.9% | $6,688-81.0% |
| Admin fee / account holder | $87 | $7,248-98.8% | $6,149-98.6% | $13,397-99.4% |