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 | $67,291 | $78,422-14.2% | $95,952-29.9% | $79,858-15.7% |
| Participation rate | 58.7% | 73.5%-14.8pp | 77.1%-18.4pp | 69.6%-10.9pp |
| Annual return | 1096.46% | 19.37%+1077.1pp | 91.61%+1004.8pp | 31.71%+1064.7pp |
| Employer contribution / active EE | $1,006 | $1,945-48.3% | $2,541-60.4% | $2,471-59.3% |
| Participant deferral / active EE | $1,677 | $3,440-51.2% | $4,167-59.8% | $3,740-55.2% |
| Admin fee / account holder | $13 | $5,622-99.8% | $6,795-99.8% | $5,306-99.8% |