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 | $7,498 | $30,400-75.3% | $53,898-86.1% | $84,808-91.2% |
| Participation rate | 48.4% | 46.4%+1.9pp | 55.0%-6.6pp | 68.3%-19.9pp |
| Annual return | 26.41% | 500.19%-473.8pp | 528.60%-502.2pp | 40.90%-14.5pp |
| Employer contribution / active EE | $527 | $603-12.5% | $932-43.4% | $2,631-80.0% |
| Participant deferral / active EE | $813 | $1,199-32.2% | $1,826-55.5% | $4,212-80.7% |
| Admin fee / account holder | $189 | $1,993-90.5% | $2,491-92.4% | $7,344-97.4% |