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 | $17,553 | $57,281-69.4% | $86,612-79.7% | $75,163-76.6% |
| Participation rate | 21.7% | 63.2%-41.5pp | 71.7%-50.0pp | 67.2%-45.5pp |
| Annual return | 35.16% | 2670.75%-2635.6pp | 591.07%-555.9pp | 160.62%-125.5pp |
| Employer contribution / active EE | $543 | $2,314-76.6% | $3,022-82.1% | $2,670-79.7% |
| Participant deferral / active EE | $1,330 | $3,318-59.9% | $4,438-70.0% | $4,125-67.8% |
| Admin fee / account holder | $224 | $4,112-94.5% | $5,614-96.0% | $5,651-96.0% |