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 | $48,575 | $70,606-31.2% | $53,898-9.9% | $142,382-65.9% |
| Participation rate | 20.0% | 63.7%-43.7pp | 55.0%-35.0pp | 80.1%-60.1pp |
| Annual return | 24.65% | 619.81%-595.2pp | 528.60%-504.0pp | 217.08%-192.4pp |
| Employer contribution / active EE | $816 | $1,202-32.1% | $932-12.5% | $4,299-81.0% |
| Participant deferral / active EE | $2,194 | $2,364-7.2% | $1,826+20.1% | $6,507-66.3% |
| Admin fee / account holder | $161 | $2,852-94.4% | $2,491-93.5% | $12,624-98.7% |