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 4-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 | $36,934 | $169,032-78.1% | $129,207-71.4% | $145,922-74.7% |
| Participation rate | 45.8% | 76.4%-30.6pp | 69.6%-23.8pp | 80.3%-34.4pp |
| Annual return | 11.98% | 14330.11%-14318.1pp | 9417.33%-9405.3pp | 561.29%-549.3pp |
| Employer contribution / active EE | $1,117 | $5,537-79.8% | $4,153-73.1% | $4,660-76.0% |
| Participant deferral / active EE | $3,809 | $4,987-23.6% | $4,168-8.6% | $6,688-43.1% |
| Admin fee / account holder | $202 | $9,954-98.0% | $7,715-97.4% | $13,397-98.5% |