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 | $15,754 | $30,400-48.2% | $53,898-70.8% | $84,808-81.4% |
| Participation rate | 23.1% | 46.4%-23.4pp | 55.0%-31.9pp | 68.3%-45.2pp |
| Annual return | 25.05% | 500.19%-475.1pp | 528.60%-503.6pp | 40.90%-15.8pp |
| Employer contribution / active EE | $442 | $603-26.7% | $932-52.6% | $2,631-83.2% |
| Participant deferral / active EE | $751 | $1,199-37.4% | $1,826-58.9% | $4,212-82.2% |
| Admin fee / account holder | $258 | $1,993-87.1% | $2,491-89.6% | $7,344-96.5% |