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 9-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 | $23,003 | $124,185-81.5% | $108,410-78.8% | $167,490-86.3% |
| Participation rate | 41.7% | 82.3%-40.6pp | 80.1%-38.5pp | 82.1%-40.4pp |
| Annual return | 22.52% | 1379.64%-1357.1pp | 905.27%-882.7pp | 478.56%-456.0pp |
| Employer contribution / active EE | $890 | $4,187-78.7% | $3,558-75.0% | $4,837-81.6% |
| Participant deferral / active EE | $2,433 | $6,908-64.8% | $6,563-62.9% | $6,341-61.6% |
| Admin fee / account holder | $120 | $9,455-98.7% | $7,295-98.3% | $12,309-99.0% |