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 9-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 | $19,175 | $84,695-77.4% | $73,843-74.0% | $125,391-84.7% |
| Participation rate | 68.2% | 76.8%-8.6pp | 73.4%-5.3pp | 83.2%-15.0pp |
| Annual return | 1.12% | 3123.53%-3122.4pp | 2267.84%-2266.7pp | 282.22%-281.1pp |
| Employer contribution / active EE | $1,466 | $3,123-53.0% | $2,787-47.4% | $4,866-69.9% |
| Participant deferral / active EE | $3,067 | $3,992-23.2% | $3,583-14.4% | $5,352-42.7% |
| Admin fee / account holder | $85 | $5,691-98.5% | $4,880-98.2% | $9,540-99.1% |