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 3-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 | $6,635 | $100,773-93.4% | $88,946-92.5% | $142,382-95.3% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.8%-2.2pp | 80.1%-13.5pp |
| Annual return | 89.28% | 70.18%+19.1pp | 57.82%+31.5pp | 217.08%-127.8pp |
| Employer contribution / active EE | $958 | $2,918-67.2% | $2,555-62.5% | $4,299-77.7% |
| Participant deferral / active EE | $1,049 | $5,230-79.9% | $4,581-77.1% | $6,507-83.9% |
| Admin fee / account holder | $57 | $9,693-99.4% | $8,261-99.3% | $12,624-99.5% |