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 | $3,462 | $81,625-95.8% | $58,482-94.1% | $139,434-97.5% |
| Participation rate | 31.8% | 61.3%-29.5pp | 50.9%-19.0pp | 80.3%-48.5pp |
| Annual return | 22.01% | 7404.20%-7382.2pp | 4239.32%-4217.3pp | 372.94%-350.9pp |
| Employer contribution / active EE | $356 | $1,398-74.6% | $1,053-66.2% | $4,751-92.5% |
| Participant deferral / active EE | $464 | $2,557-81.9% | $1,924-75.9% | $6,710-93.1% |
| Admin fee / account holder | $129 | $3,265-96.1% | $2,516-94.9% | $11,403-98.9% |