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 3-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 | $6,348 | $76,738-91.7% | $56,411-88.7% | $145,922-95.6% |
| Participation rate | 42.9% | 63.2%-20.4pp | 52.5%-9.6pp | 80.3%-37.4pp |
| Annual return | 27.36% | 2994.23%-2966.9pp | 1701.33%-1674.0pp | 561.29%-533.9pp |
| Employer contribution / active EE | $1,032 | $1,380-25.2% | $1,039-0.7% | $4,660-77.9% |
| Participant deferral / active EE | $1,032 | $2,623-60.7% | $1,952-47.1% | $6,688-84.6% |
| Admin fee / account holder | $17 | $3,334-99.5% | $2,829-99.4% | $13,397-99.9% |