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 5-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 | $11,834 | $156,846-92.5% | $121,098-90.2% | $139,434-91.5% |
| Participation rate | 54.5% | 76.4%-21.9pp | 69.5%-14.9pp | 80.3%-25.8pp |
| Annual return | 12.89% | 1474.56%-1461.7pp | 985.75%-972.9pp | 372.94%-360.1pp |
| Employer contribution / active EE | $574 | $5,536-89.6% | $4,164-86.2% | $4,751-87.9% |
| Participant deferral / active EE | $3,781 | $4,844-22.0% | $4,080-7.3% | $6,710-43.7% |
| Admin fee / account holder | $237 | $6,946-96.6% | $5,644-95.8% | $11,403-97.9% |