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 | $48,904 | $70,606-30.7% | $53,898-9.3% | $142,382-65.7% |
| Participation rate | 8.3% | 63.7%-55.4pp | 55.0%-46.6pp | 80.1%-71.8pp |
| Annual return | 16.47% | 619.81%-603.3pp | 528.60%-512.1pp | 217.08%-200.6pp |
| Employer contribution / active EE | $282 | $1,202-76.6% | $932-69.8% | $4,299-93.5% |
| Participant deferral / active EE | $1,543 | $2,364-34.7% | $1,826-15.5% | $6,507-76.3% |
| Admin fee / account holder | $140 | $2,852-95.1% | $2,491-94.4% | $12,624-98.9% |