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 | $19,275 | $69,207-72.1% | $64,056-69.9% | $139,434-86.2% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 244.87% | 45.88%+199.0pp | 33.69%+211.2pp | 372.94%-128.1pp |
| Employer contribution / active EE | $667 | $3,182-79.0% | $2,747-75.7% | $4,751-86.0% |
| Participant deferral / active EE | $7,508 | $4,682+60.4% | $3,880+93.5% | $6,710+11.9% |
| Admin fee / account holder | $70 | $4,244-98.4% | $3,068-97.7% | $11,403-99.4% |