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 | $7,055 | $96,305-92.7% | $80,569-91.2% | $139,434-94.9% |
| Participation rate | 29.2% | 73.6%-44.5pp | 67.0%-37.8pp | 80.3%-51.2pp |
| Annual return | 23.23% | 1350.08%-1326.9pp | 935.43%-912.2pp | 372.94%-349.7pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,723-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $888 | $5,232-83.0% | $4,447-80.0% | $6,710-86.8% |
| Admin fee / account holder | $23 | $6,599-99.7% | $5,377-99.6% | $11,403-99.8% |