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 4-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 | $38,396 | $76,738-50.0% | $56,411-31.9% | $145,922-73.7% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 26.01% | 2994.23%-2968.2pp | 1701.33%-1675.3pp | 561.29%-535.3pp |
| Employer contribution / active EE | $600 | $1,380-56.5% | $1,039-42.2% | $4,660-87.1% |
| Participant deferral / active EE | $6,617 | $2,623+152.3% | $1,952+239.0% | $6,688-1.1% |
| Admin fee / account holder | $230 | $3,334-93.1% | $2,829-91.9% | $13,397-98.3% |