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 3-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 | $8,559 | $70,606-87.9% | $53,898-84.1% | $142,382-94.0% |
| Participation rate | 26.1% | 63.7%-37.6pp | 55.0%-28.9pp | 80.1%-54.0pp |
| Annual return | 27.09% | 619.81%-592.7pp | 528.60%-501.5pp | 217.08%-190.0pp |
| Employer contribution / active EE | $321 | $1,202-73.3% | $932-65.6% | $4,299-92.5% |
| Participant deferral / active EE | $1,610 | $2,364-31.9% | $1,826-11.8% | $6,507-75.3% |
| Admin fee / account holder | $142 | $2,852-95.0% | $2,491-94.3% | $12,624-98.9% |