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 | $15,426 | $29,660-48.0% | $56,411-72.7% | $80,856-80.9% |
| Participation rate | 14.8% | 41.6%-26.8pp | 52.5%-37.7pp | 67.6%-52.8pp |
| Annual return | 18.74% | 35.23%-16.5pp | 1701.33%-1682.6pp | 35.59%-16.9pp |
| Employer contribution / active EE | $241 | $669-64.0% | $1,039-76.8% | $2,755-91.2% |
| Participant deferral / active EE | $514 | $1,226-58.1% | $1,952-73.7% | $4,296-88.0% |
| Admin fee / account holder | $0 | $2,428-100.0% | $2,829-100.0% | $6,918-100.0% |