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 | $6,406 | $70,606-90.9% | $53,898-88.1% | $142,382-95.5% |
| Participation rate | 33.3% | 63.7%-30.4pp | 55.0%-21.6pp | 80.1%-46.8pp |
| Annual return | 19.18% | 619.81%-600.6pp | 528.60%-509.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $260 | $1,202-78.4% | $932-72.1% | $4,299-94.0% |
| Participant deferral / active EE | $295 | $2,364-87.5% | $1,826-83.9% | $6,507-95.5% |
| Admin fee / account holder | $132 | $2,852-95.4% | $2,491-94.7% | $12,624-99.0% |