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 | $13,675 | $100,773-86.4% | $88,946-84.6% | $142,382-90.4% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.8%-2.2pp | 80.1%-13.5pp |
| Annual return | 27.71% | 70.18%-42.5pp | 57.82%-30.1pp | 217.08%-189.4pp |
| Employer contribution / active EE | $1,356 | $2,918-53.5% | $2,555-46.9% | $4,299-68.5% |
| Participant deferral / active EE | $2,623 | $5,230-49.9% | $4,581-42.8% | $6,507-59.7% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |