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 5-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 | $14,130 | $30,400-53.5% | $53,898-73.8% | $84,808-83.3% |
| Participation rate | 17.6% | 46.4%-28.8pp | 55.0%-37.3pp | 68.3%-50.7pp |
| Annual return | 21.98% | 500.19%-478.2pp | 528.60%-506.6pp | 40.90%-18.9pp |
| Employer contribution / active EE | $228 | $603-62.2% | $932-75.6% | $2,631-91.3% |
| Participant deferral / active EE | $468 | $1,199-61.0% | $1,826-74.4% | $4,212-88.9% |
| Admin fee / account holder | $0 | $1,993-100.0% | $2,491-100.0% | $7,344-100.0% |