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 8-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 | $11,510 | $169,032-93.2% | $129,207-91.1% | $145,922-92.1% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 15.15% | 14330.11%-14315.0pp | 9417.33%-9402.2pp | 561.29%-546.1pp |
| Employer contribution / active EE | $1,227 | $5,537-77.8% | $4,153-70.4% | $4,660-73.7% |
| Participant deferral / active EE | $2,216 | $4,987-55.6% | $4,168-46.8% | $6,688-66.9% |
| Admin fee / account holder | $42 | $9,954-99.6% | $7,715-99.5% | $13,397-99.7% |