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 8-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 | $13,003 | $108,642-88.0% | $74,701-82.6% | $152,861-91.5% |
| Participation rate | 50.0% | 65.3%-15.3pp | 54.5%-4.5pp | 82.4%-32.4pp |
| Annual return | 38.53% | 114.06%-75.5pp | 752.92%-714.4pp | 345.32%-306.8pp |
| Employer contribution / active EE | $1,175 | $1,503-21.8% | $1,084+8.4% | $4,762-75.3% |
| Participant deferral / active EE | $2,360 | $2,712-13.0% | $1,964+20.2% | $5,850-59.7% |
| Admin fee / account holder | $0 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |