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 7-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 | $14,002 | $70,606-80.2% | $53,898-74.0% | $142,382-90.2% |
| Participation rate | 29.2% | 63.7%-34.5pp | 55.0%-25.8pp | 80.1%-51.0pp |
| Annual return | 22.87% | 619.81%-596.9pp | 528.60%-505.7pp | 217.08%-194.2pp |
| Employer contribution / active EE | $394 | $1,202-67.2% | $932-57.7% | $4,299-90.8% |
| Participant deferral / active EE | $446 | $2,364-81.1% | $1,826-75.6% | $6,507-93.1% |
| Admin fee / account holder | $6 | $2,852-99.8% | $2,491-99.8% | $12,624-100.0% |