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 | $21,325 | $118,849-82.1% | $96,562-77.9% | $167,490-87.3% |
| Participation rate | 33.3% | 75.5%-42.1pp | 69.8%-36.5pp | 82.1%-48.8pp |
| Annual return | 26.86% | 50.49%-23.6pp | 37.78%-10.9pp | 478.56%-451.7pp |
| Employer contribution / active EE | $2,075 | $3,120-33.5% | $2,356-11.9% | $4,837-57.1% |
| Participant deferral / active EE | $2,075 | $4,616-55.0% | $3,849-46.1% | $6,341-67.3% |
| Admin fee / account holder | $130 | $8,065-98.4% | $6,181-97.9% | $12,309-98.9% |