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 8-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 | $19,368 | $104,486-81.5% | $76,817-74.8% | $152,861-87.3% |
| Participation rate | 66.7% | 76.6%-9.9pp | 72.1%-5.4pp | 82.4%-15.8pp |
| Annual return | 34.87% | 1013.37%-978.5pp | 1166.11%-1131.2pp | 345.32%-310.4pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,302-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,553 | $4,236+54.7% | $3,336+96.4% | $5,850+12.0% |
| Admin fee / account holder | $0 | $12,275-100.0% | $6,420-100.0% | $11,596-100.0% |