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 | $20,647 | $111,724-81.5% | $93,606-77.9% | $145,922-85.9% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 19.52% | 202.98%-183.5pp | 133.20%-113.7pp | 561.29%-541.8pp |
| Employer contribution / active EE | $1,435 | $3,090-53.5% | $2,420-40.7% | $4,660-69.2% |
| Participant deferral / active EE | $3,651 | $4,912-25.7% | $4,411-17.2% | $6,688-45.4% |
| Admin fee / account holder | $114 | $10,250-98.9% | $8,285-98.6% | $13,397-99.1% |