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 | $12,244 | $90,348-86.4% | $75,972-83.9% | $145,922-91.6% |
| Participation rate | 63.6% | 74.5%-10.8pp | 69.1%-5.4pp | 80.3%-16.6pp |
| Annual return | 14.73% | 620.88%-606.1pp | 359.55%-344.8pp | 561.29%-546.6pp |
| Employer contribution / active EE | $847 | $3,311-74.4% | $2,685-68.5% | $4,660-81.8% |
| Participant deferral / active EE | $1,530 | $5,162-70.4% | $4,255-64.0% | $6,688-77.1% |
| Admin fee / account holder | $0 | $8,467-100.0% | $6,467-100.0% | $13,397-100.0% |