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 | $11,129 | $96,635-88.5% | $86,612-87.2% | $139,434-92.0% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 34.34% | 106.41%-72.1pp | 591.07%-556.7pp | 372.94%-338.6pp |
| Employer contribution / active EE | $1,654 | $3,263-49.3% | $3,022-45.3% | $4,751-65.2% |
| Participant deferral / active EE | $3,207 | $4,836-33.7% | $4,438-27.7% | $6,710-52.2% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |