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 | $4,222 | $29,660-85.8% | $56,411-92.5% | $80,856-94.8% |
| Participation rate | 55.3% | 41.6%+13.6pp | 52.5%+2.8pp | 67.6%-12.4pp |
| Annual return | 14.01% | 35.23%-21.2pp | 1701.33%-1687.3pp | 35.59%-21.6pp |
| Employer contribution / active EE | $518 | $669-22.6% | $1,039-50.1% | $2,755-81.2% |
| Participant deferral / active EE | $649 | $1,226-47.1% | $1,952-66.8% | $4,296-84.9% |
| Admin fee / account holder | $157 | $2,428-93.5% | $2,829-94.5% | $6,918-97.7% |