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 7-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 | $9,896 | $81,625-87.9% | $58,482-83.1% | $139,434-92.9% |
| Participation rate | 33.3% | 61.3%-28.0pp | 50.9%-17.5pp | 80.3%-47.0pp |
| Annual return | 30.30% | 7404.20%-7373.9pp | 4239.32%-4209.0pp | 372.94%-342.6pp |
| Employer contribution / active EE | $275 | $1,398-80.4% | $1,053-73.9% | $4,751-94.2% |
| Participant deferral / active EE | $3,726 | $2,557+45.7% | $1,924+93.7% | $6,710-44.5% |
| Admin fee / account holder | $91 | $3,265-97.2% | $2,516-96.4% | $11,403-99.2% |