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 6-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 | $35,952 | $111,754-67.8% | $103,333-65.2% | $145,922-75.4% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | 11.33% | 24.77%-13.4pp | 24.88%-13.6pp | 561.29%-550.0pp |
| Employer contribution / active EE | $1,947 | $4,212-53.8% | $3,868-49.7% | $4,660-58.2% |
| Participant deferral / active EE | $4,341 | $5,619-22.7% | $5,057-14.2% | $6,688-35.1% |
| Admin fee / account holder | $58 | $9,750-99.4% | $8,355-99.3% | $13,397-99.6% |