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 6-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 | $15,462 | $99,919-84.5% | - | $158,922-90.3% |
| Participation rate | 50.0% | 71.6%-21.6pp | - | 82.0%-32.0pp |
| Annual return | 65.93% | 35.31%+30.6pp | - | 302.83%-236.9pp |
| Employer contribution / active EE | $2,000 | $3,686-45.7% | - | $4,761-58.0% |
| Participant deferral / active EE | $3,248 | $4,771-31.9% | - | $5,982-45.7% |
| Admin fee / account holder | $11 | $2,820-99.6% | - | $11,246-99.9% |