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 5-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 | $6,786 | $30,400-77.7% | $53,898-87.4% | $84,808-92.0% |
| Participation rate | 30.3% | 46.4%-16.1pp | 55.0%-24.7pp | 68.3%-38.0pp |
| Annual return | 15.17% | 500.19%-485.0pp | 528.60%-513.4pp | 40.90%-25.7pp |
| Employer contribution / active EE | $348 | $603-42.3% | $932-62.7% | $2,631-86.8% |
| Participant deferral / active EE | $521 | $1,199-56.6% | $1,826-71.5% | $4,212-87.6% |
| Admin fee / account holder | $197 | $1,993-90.1% | $2,491-92.1% | $7,344-97.3% |