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 | $17,363 | $108,642-84.0% | $74,701-76.8% | $152,861-88.6% |
| Participation rate | 11.1% | 65.3%-54.2pp | 54.5%-43.3pp | 82.4%-71.3pp |
| Annual return | 32.94% | 114.06%-81.1pp | 752.92%-720.0pp | 345.32%-312.4pp |
| Employer contribution / active EE | $235 | $1,503-84.4% | $1,084-78.3% | $4,762-95.1% |
| Participant deferral / active EE | $501 | $2,712-81.5% | $1,964-74.5% | $5,850-91.4% |
| Admin fee / account holder | $0 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |