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 | $18,085 | $159,901-88.7% | $146,958-87.7% | $145,922-87.6% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 21.10% | 98.13%-77.0pp | 418.34%-397.2pp | 561.29%-540.2pp |
| Employer contribution / active EE | $2,247 | $5,286-57.5% | $4,933-54.5% | $4,660-51.8% |
| Participant deferral / active EE | $3,828 | $8,428-54.6% | $8,070-52.6% | $6,688-42.8% |
| Admin fee / account holder | $60 | $15,044-99.6% | $12,998-99.5% | $13,397-99.6% |