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 | $26,741 | $70,756-62.2% | $65,493-59.2% | $142,382-81.2% |
| Participation rate | 35.7% | 77.4%-41.7pp | 73.1%-37.4pp | 80.1%-44.4pp |
| Annual return | 15.14% | 1754.89%-1739.8pp | 982.45%-967.3pp | 217.08%-201.9pp |
| Employer contribution / active EE | $248 | $2,881-91.4% | $2,574-90.4% | $4,299-94.2% |
| Participant deferral / active EE | $1,349 | $4,637-70.9% | $3,961-65.9% | $6,507-79.3% |
| Admin fee / account holder | $15 | $6,559-99.8% | $5,028-99.7% | $12,624-99.9% |