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 10-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 | $2,660 | $76,738-96.5% | $56,411-95.3% | $145,922-98.2% |
| Participation rate | 35.7% | 63.2%-27.5pp | 52.5%-16.8pp | 80.3%-44.6pp |
| Annual return | 12.03% | 2994.23%-2982.2pp | 1701.33%-1689.3pp | 561.29%-549.3pp |
| Employer contribution / active EE | $146 | $1,380-89.4% | $1,039-86.0% | $4,660-96.9% |
| Participant deferral / active EE | $292 | $2,623-88.9% | $1,952-85.0% | $6,688-95.6% |
| Admin fee / account holder | $16 | $3,334-99.5% | $2,829-99.4% | $13,397-99.9% |