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 | $20,255 | $158,398-87.2% | $126,539-84.0% | $142,382-85.8% |
| Participation rate | 60.0% | 75.8%-15.8pp | 69.8%-9.8pp | 80.1%-20.1pp |
| Annual return | 16.43% | 593.76%-577.3pp | 425.95%-409.5pp | 217.08%-200.6pp |
| Employer contribution / active EE | $493 | $4,650-89.4% | $3,674-86.6% | $4,299-88.5% |
| Participant deferral / active EE | $563 | $4,767-88.2% | $4,083-86.2% | $6,507-91.4% |
| Admin fee / account holder | $289 | $6,918-95.8% | $6,065-95.2% | $12,624-97.7% |