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 | $20,873 | $70,606-70.4% | $53,898-61.3% | $142,382-85.3% |
| Participation rate | 29.4% | 63.7%-34.3pp | 55.0%-25.5pp | 80.1%-50.7pp |
| Annual return | 22.10% | 619.81%-597.7pp | 528.60%-506.5pp | 217.08%-195.0pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,025 | $2,364-56.6% | $1,826-43.9% | $6,507-84.2% |
| Admin fee / account holder | $77 | $2,852-97.3% | $2,491-96.9% | $12,624-99.4% |