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 3-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 | $23,174 | $70,756-67.2% | $65,493-64.6% | $142,382-83.7% |
| Participation rate | 66.7% | 77.4%-10.7pp | 73.1%-6.4pp | 80.1%-13.5pp |
| Annual return | 26.82% | 1754.89%-1728.1pp | 982.45%-955.6pp | 217.08%-190.3pp |
| Employer contribution / active EE | $705 | $2,881-75.5% | $2,574-72.6% | $4,299-83.6% |
| Participant deferral / active EE | $5,519 | $4,637+19.0% | $3,961+39.3% | $6,507-15.2% |
| Admin fee / account holder | $0 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |