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 3-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 | $9,939 | $88,751-88.8% | $81,812-87.9% | $145,922-93.2% |
| Participation rate | 46.2% | 75.0%-28.9pp | 72.3%-26.2pp | 80.3%-34.1pp |
| Annual return | 35.53% | 1025.40%-989.9pp | 773.79%-738.3pp | 561.29%-525.8pp |
| Employer contribution / active EE | $877 | $3,083-71.5% | $2,912-69.9% | $4,660-81.2% |
| Participant deferral / active EE | $3,480 | $4,643-25.1% | $4,319-19.4% | $6,688-48.0% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |