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 10-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 | $13,824 | $158,398-91.3% | $126,539-89.1% | $142,382-90.3% |
| Participation rate | 50.0% | 75.8%-25.8pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 13.36% | 593.76%-580.4pp | 425.95%-412.6pp | 217.08%-203.7pp |
| Employer contribution / active EE | $313 | $4,650-93.3% | $3,674-91.5% | $4,299-92.7% |
| Participant deferral / active EE | $616 | $4,767-87.1% | $4,083-84.9% | $6,507-90.5% |
| Admin fee / account holder | $59 | $6,918-99.1% | $6,065-99.0% | $12,624-99.5% |