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 | $28,975 | $102,604-71.8% | $86,188-66.4% | $139,434-79.2% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 19.96% | 1922.51%-1902.6pp | 1168.45%-1148.5pp | 372.94%-353.0pp |
| Employer contribution / active EE | $1,735 | $3,032-42.8% | $2,380-27.1% | $4,751-63.5% |
| Participant deferral / active EE | $2,294 | $4,676-50.9% | $3,985-42.4% | $6,710-65.8% |
| Admin fee / account holder | $27 | $8,657-99.7% | $6,852-99.6% | $11,403-99.8% |