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 3-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 | $21,038 | $102,604-79.5% | $86,188-75.6% | $139,434-84.9% |
| Participation rate | 33.3% | 74.5%-41.2pp | 69.0%-35.6pp | 80.3%-47.0pp |
| Annual return | 20.97% | 1922.51%-1901.5pp | 1168.45%-1147.5pp | 372.94%-352.0pp |
| Employer contribution / active EE | $953 | $3,032-68.6% | $2,380-60.0% | $4,751-79.9% |
| Participant deferral / active EE | $2,467 | $4,676-47.2% | $3,985-38.1% | $6,710-63.2% |
| Admin fee / account holder | $95 | $8,657-98.9% | $6,852-98.6% | $11,403-99.2% |