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 6-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 | $8,867 | $29,660-70.1% | $56,411-84.3% | $80,856-89.0% |
| Participation rate | 64.0% | 41.6%+22.4pp | 52.5%+11.5pp | 67.6%-3.6pp |
| Annual return | 14.13% | 35.23%-21.1pp | 1701.33%-1687.2pp | 35.59%-21.5pp |
| Employer contribution / active EE | $393 | $669-41.2% | $1,039-62.1% | $2,755-85.7% |
| Participant deferral / active EE | $835 | $1,226-31.9% | $1,952-57.2% | $4,296-80.6% |
| Admin fee / account holder | $42 | $2,428-98.3% | $2,829-98.5% | $6,918-99.4% |