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 | $3,885 | $81,625-95.2% | $58,482-93.4% | $139,434-97.2% |
| Participation rate | 61.1% | 61.3%-0.2pp | 50.9%+10.3pp | 80.3%-19.2pp |
| Annual return | 46.42% | 7404.20%-7357.8pp | 4239.32%-4192.9pp | 372.94%-326.5pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,743 | $2,557-31.8% | $1,924-9.4% | $6,710-74.0% |
| Admin fee / account holder | $30 | $3,265-99.1% | $2,516-98.8% | $11,403-99.7% |