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 | $6,612 | $70,606-90.6% | $53,898-87.7% | $142,382-95.4% |
| Participation rate | 69.2% | 63.7%+5.5pp | 55.0%+14.3pp | 80.1%-10.9pp |
| Annual return | 26.45% | 619.81%-593.4pp | 528.60%-502.2pp | 217.08%-190.6pp |
| Employer contribution / active EE | $820 | $1,202-31.8% | $932-12.1% | $4,299-80.9% |
| Participant deferral / active EE | $1,083 | $2,364-54.2% | $1,826-40.7% | $6,507-83.4% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |