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 | $65,967 | $76,738-14.0% | $56,411+16.9% | $145,922-54.8% |
| Participation rate | 41.7% | 63.2%-21.5pp | 52.5%-10.8pp | 80.3%-38.6pp |
| Annual return | 9.60% | 2994.23%-2984.6pp | 1701.33%-1691.7pp | 561.29%-551.7pp |
| Employer contribution / active EE | $265 | $1,380-80.8% | $1,039-74.5% | $4,660-94.3% |
| Participant deferral / active EE | $862 | $2,623-67.1% | $1,952-55.8% | $6,688-87.1% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |