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 6-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 | $47,191 | $27,915+69.0% | $58,482-19.3% | $75,163-37.2% |
| Participation rate | 5.4% | 38.8%-33.4pp | 50.9%-45.5pp | 67.2%-61.8pp |
| Annual return | 27.57% | 44.20%-16.6pp | 4239.32%-4211.7pp | 160.62%-133.0pp |
| Employer contribution / active EE | $111 | $669-83.3% | $1,053-89.4% | $2,670-95.8% |
| Participant deferral / active EE | $704 | $1,201-41.4% | $1,924-63.4% | $4,125-82.9% |
| Admin fee / account holder | $167 | $1,726-90.4% | $2,516-93.4% | $5,651-97.1% |