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 | $44,460 | $76,738-42.1% | $56,411-21.2% | $145,922-69.5% |
| Participation rate | 42.9% | 63.2%-20.4pp | 52.5%-9.6pp | 80.3%-37.4pp |
| Annual return | 20.20% | 2994.23%-2974.0pp | 1701.33%-1681.1pp | 561.29%-541.1pp |
| Employer contribution / active EE | $984 | $1,380-28.7% | $1,039-5.2% | $4,660-78.9% |
| Participant deferral / active EE | $7,308 | $2,623+178.7% | $1,952+274.4% | $6,688+9.3% |
| Admin fee / account holder | $19 | $3,334-99.4% | $2,829-99.3% | $13,397-99.9% |