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 | $15,765 | $102,604-84.6% | $86,188-81.7% | $139,434-88.7% |
| Participation rate | 39.1% | 74.5%-35.4pp | 69.0%-29.8pp | 80.3%-41.2pp |
| Annual return | 52.01% | 1922.51%-1870.5pp | 1168.45%-1116.4pp | 372.94%-320.9pp |
| Employer contribution / active EE | $617 | $3,032-79.6% | $2,380-74.1% | $4,751-87.0% |
| Participant deferral / active EE | $1,523 | $4,676-67.4% | $3,985-61.8% | $6,710-77.3% |
| Admin fee / account holder | $86 | $8,657-99.0% | $6,852-98.7% | $11,403-99.2% |