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 | $27,962 | $99,877-72.0% | $84,966-67.1% | $145,922-80.8% |
| Participation rate | 62.5% | 74.1%-11.6pp | 67.5%-5.0pp | 80.3%-17.8pp |
| Annual return | 27.70% | 83.76%-56.1pp | 66.38%-38.7pp | 561.29%-533.6pp |
| Employer contribution / active EE | $900 | $3,231-72.1% | $2,727-67.0% | $4,660-80.7% |
| Participant deferral / active EE | $6,240 | $5,291+17.9% | $4,519+38.1% | $6,688-6.7% |
| Admin fee / account holder | $275 | $7,248-96.2% | $6,149-95.5% | $13,397-97.9% |