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 | $30,103 | $88,751-66.1% | $81,812-63.2% | $145,922-79.4% |
| Participation rate | 63.6% | 75.0%-11.4pp | 72.3%-8.7pp | 80.3%-16.6pp |
| Annual return | 14.26% | 1025.40%-1011.1pp | 773.79%-759.5pp | 561.29%-547.0pp |
| Employer contribution / active EE | $841 | $3,083-72.7% | $2,912-71.1% | $4,660-82.0% |
| Participant deferral / active EE | $1,942 | $4,643-58.2% | $4,319-55.0% | $6,688-71.0% |
| Admin fee / account holder | $238 | $8,415-97.2% | $7,386-96.8% | $13,397-98.2% |