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 10-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 | $61,715 | $115,770-46.7% | $101,248-39.0% | $158,922-61.2% |
| Participation rate | 0.0% | 79.4%-79.4pp | 75.8%-75.8pp | 82.0%-82.0pp |
| Annual return | 7.73% | 56.14%-48.4pp | 46.47%-38.7pp | 302.83%-295.1pp |
| Employer contribution / active EE | $870 | $4,175-79.2% | $3,660-76.2% | $4,761-81.7% |
| Participant deferral / active EE | $2,225 | $4,957-55.1% | $4,370-49.1% | $5,982-62.8% |
| Admin fee / account holder | $99 | $7,245-98.6% | $5,945-98.3% | $11,246-99.1% |