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 | $16,838 | $70,756-76.2% | $65,493-74.3% | $142,382-88.2% |
| Participation rate | 52.2% | 77.4%-25.2pp | 73.1%-20.9pp | 80.1%-27.9pp |
| Annual return | 15.46% | 1754.89%-1739.4pp | 982.45%-967.0pp | 217.08%-201.6pp |
| Employer contribution / active EE | $891 | $2,881-69.1% | $2,574-65.4% | $4,299-79.3% |
| Participant deferral / active EE | $1,892 | $4,637-59.2% | $3,961-52.2% | $6,507-70.9% |
| Admin fee / account holder | $246 | $6,559-96.2% | $5,028-95.1% | $12,624-98.1% |