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 | $24,062 | $70,606-65.9% | $53,898-55.4% | $142,382-83.1% |
| Participation rate | 68.2% | 63.7%+4.5pp | 55.0%+13.2pp | 80.1%-11.9pp |
| Annual return | 18.53% | 619.81%-601.3pp | 528.60%-510.1pp | 217.08%-198.5pp |
| Employer contribution / active EE | $461 | $1,202-61.7% | $932-50.6% | $4,299-89.3% |
| Participant deferral / active EE | $1,102 | $2,364-53.4% | $1,826-39.6% | $6,507-83.1% |
| Admin fee / account holder | $104 | $2,852-96.4% | $2,491-95.8% | $12,624-99.2% |