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 | $2,850 | $29,660-90.4% | $56,411-94.9% | $80,856-96.5% |
| Participation rate | 47.5% | 41.6%+5.9pp | 52.5%-5.0pp | 67.6%-20.1pp |
| Annual return | 21.37% | 35.23%-13.9pp | 1701.33%-1680.0pp | 35.59%-14.2pp |
| Employer contribution / active EE | $250 | $669-62.6% | $1,039-75.9% | $2,755-90.9% |
| Participant deferral / active EE | $516 | $1,226-57.9% | $1,952-73.6% | $4,296-88.0% |
| Admin fee / account holder | $0 | $2,428-100.0% | $2,829-100.0% | $6,918-100.0% |