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 | $2,122 | $30,400-93.0% | $53,898-96.1% | $84,808-97.5% |
| Participation rate | 40.6% | 46.4%-5.8pp | 55.0%-14.3pp | 68.3%-27.7pp |
| Annual return | 14.68% | 500.19%-485.5pp | 528.60%-513.9pp | 40.90%-26.2pp |
| Employer contribution / active EE | $209 | $603-65.3% | $932-77.6% | $2,631-92.1% |
| Participant deferral / active EE | $358 | $1,199-70.2% | $1,826-80.4% | $4,212-91.5% |
| Admin fee / account holder | $290 | $1,993-85.4% | $2,491-88.3% | $7,344-96.0% |