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 | $16,255 | $88,751-81.7% | $81,812-80.1% | $145,922-88.9% |
| Participation rate | 15.0% | 75.0%-60.0pp | 72.3%-57.3pp | 80.3%-65.3pp |
| Annual return | 14.71% | 1025.40%-1010.7pp | 773.79%-759.1pp | 561.29%-546.6pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,027 | $4,643-77.9% | $4,319-76.2% | $6,688-84.6% |
| Admin fee / account holder | $85 | $8,415-99.0% | $7,386-98.8% | $13,397-99.4% |