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 | $12,788 | $37,426-65.8% | $77,482-83.5% | $79,858-84.0% |
| Participation rate | 31.0% | 41.5%-10.5pp | 54.2%-23.2pp | 69.6%-38.6pp |
| Annual return | 119.31% | 39.70%+79.6pp | 54.79%+64.5pp | 31.71%+87.6pp |
| Employer contribution / active EE | $315 | $637-50.6% | $986-68.1% | $2,471-87.3% |
| Participant deferral / active EE | $717 | $1,260-43.1% | $1,861-61.5% | $3,740-80.8% |
| Admin fee / account holder | $69 | $2,504-97.2% | $2,858-97.6% | $5,306-98.7% |