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 | $44,361 | $169,032-73.8% | $129,207-65.7% | $145,922-69.6% |
| Participation rate | 40.0% | 76.4%-36.4pp | 69.6%-29.6pp | 80.3%-40.3pp |
| Annual return | 15.64% | 14330.11%-14314.5pp | 9417.33%-9401.7pp | 561.29%-545.6pp |
| Employer contribution / active EE | $470 | $5,537-91.5% | $4,153-88.7% | $4,660-89.9% |
| Participant deferral / active EE | $3,083 | $4,987-38.2% | $4,168-26.0% | $6,688-53.9% |
| Admin fee / account holder | $20 | $9,954-99.8% | $7,715-99.7% | $13,397-99.9% |