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 6-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 | $55,947 | $29,660+88.6% | $56,411-0.8% | $80,856-30.8% |
| Participation rate | 11.9% | 41.6%-29.7pp | 52.5%-40.6pp | 67.6%-55.7pp |
| Annual return | 180.54% | 35.23%+145.3pp | 1701.33%-1520.8pp | 35.59%+144.9pp |
| Employer contribution / active EE | $347 | $669-48.2% | $1,039-66.6% | $2,755-87.4% |
| Participant deferral / active EE | $502 | $1,226-59.0% | $1,952-74.3% | $4,296-88.3% |
| Admin fee / account holder | $86 | $2,428-96.4% | $2,829-96.9% | $6,918-98.8% |