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 | $17,957 | $58,208-69.2% | $81,812-78.1% | $80,856-77.8% |
| Participation rate | 52.0% | 63.4%-11.4pp | 72.3%-20.3pp | 67.6%-15.6pp |
| Annual return | 20.69% | 41.66%-21.0pp | 773.79%-753.1pp | 35.59%-14.9pp |
| Employer contribution / active EE | $345 | $2,340-85.2% | $2,912-88.1% | $2,755-87.5% |
| Participant deferral / active EE | $2,605 | $3,281-20.6% | $4,319-39.7% | $4,296-39.4% |
| Admin fee / account holder | $3 | $4,981-99.9% | $7,386-100.0% | $6,918-100.0% |