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 | $5,016 | $76,738-93.5% | $56,411-91.1% | $145,922-96.6% |
| Participation rate | 42.9% | 63.2%-20.4pp | 52.5%-9.6pp | 80.3%-37.4pp |
| Annual return | 13.91% | 2994.23%-2980.3pp | 1701.33%-1687.4pp | 561.29%-547.4pp |
| Employer contribution / active EE | $488 | $1,380-64.6% | $1,039-53.0% | $4,660-89.5% |
| Participant deferral / active EE | $517 | $2,623-80.3% | $1,952-73.5% | $6,688-92.3% |
| Admin fee / account holder | $7 | $3,334-99.8% | $2,829-99.8% | $13,397-99.9% |