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 9-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 | $23,179 | $104,486-77.8% | $76,817-69.8% | $152,861-84.8% |
| Participation rate | 42.1% | 76.6%-34.5pp | 72.1%-30.0pp | 82.4%-40.3pp |
| Annual return | 35.00% | 1013.37%-978.4pp | 1166.11%-1131.1pp | 345.32%-310.3pp |
| Employer contribution / active EE | $634 | $3,116-79.6% | $2,302-72.4% | $4,762-86.7% |
| Participant deferral / active EE | $3,966 | $4,236-6.4% | $3,336+18.9% | $5,850-32.2% |
| Admin fee / account holder | $0 | $12,275-100.0% | $6,420-100.0% | $11,596-100.0% |