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 | $9,049 | $107,452-91.6% | $91,541-90.1% | $142,382-93.6% |
| Participation rate | 44.4% | 75.1%-30.6pp | 69.8%-25.3pp | 80.1%-35.7pp |
| Annual return | 50.68% | 22.06%+28.6pp | 20.50%+30.2pp | 217.08%-166.4pp |
| Employer contribution / active EE | $652 | $2,994-78.2% | $2,505-74.0% | $4,299-84.8% |
| Participant deferral / active EE | $2,045 | $4,754-57.0% | $4,008-49.0% | $6,507-68.6% |
| Admin fee / account holder | $3 | $8,834-100.0% | $6,956-100.0% | $12,624-100.0% |