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 4-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 | $12,428 | $85,022-85.4% | $70,515-82.4% | $139,434-91.1% |
| Participation rate | 66.7% | 73.9%-7.2pp | 68.3%-1.7pp | 80.3%-13.7pp |
| Annual return | 330.38% | 30.38%+300.0pp | 32.77%+297.6pp | 372.94%-42.6pp |
| Employer contribution / active EE | $1,783 | $3,909-54.4% | $2,973-40.0% | $4,751-62.5% |
| Participant deferral / active EE | $3,503 | $5,890-40.5% | $4,567-23.3% | $6,710-47.8% |
| Admin fee / account holder | $0 | $8,906-100.0% | $6,412-100.0% | $11,403-100.0% |