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 | $17,669 | $158,398-88.8% | $126,539-86.0% | $142,382-87.6% |
| Participation rate | 57.9% | 75.8%-17.9pp | 69.8%-11.9pp | 80.1%-22.2pp |
| Annual return | 24.66% | 593.76%-569.1pp | 425.95%-401.3pp | 217.08%-192.4pp |
| Employer contribution / active EE | $597 | $4,650-87.2% | $3,674-83.8% | $4,299-86.1% |
| Participant deferral / active EE | $2,437 | $4,767-48.9% | $4,083-40.3% | $6,507-62.6% |
| Admin fee / account holder | $1 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |