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 | $49,668 | $72,400-31.4% | $67,502-26.4% | $145,922-66.0% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.2pp | 80.3%-13.6pp |
| Annual return | 17.01% | 7182.46%-7165.5pp | 3512.12%-3495.1pp | 561.29%-544.3pp |
| Employer contribution / active EE | $2,891 | $3,069-5.8% | $2,731+5.9% | $4,660-38.0% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $4,000-100.0% | $6,688-100.0% |
| Admin fee / account holder | $23 | $5,539-99.6% | $3,998-99.4% | $13,397-99.8% |