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 | $12,105 | $102,604-88.2% | $86,188-86.0% | $139,434-91.3% |
| Participation rate | 42.9% | 74.5%-31.6pp | 69.0%-26.1pp | 80.3%-37.5pp |
| Annual return | 179.64% | 1922.51%-1742.9pp | 1168.45%-988.8pp | 372.94%-193.3pp |
| Employer contribution / active EE | $1,123 | $3,032-63.0% | $2,380-52.8% | $4,751-76.4% |
| Participant deferral / active EE | $1,547 | $4,676-66.9% | $3,985-61.2% | $6,710-76.9% |
| Admin fee / account holder | $57 | $8,657-99.3% | $6,852-99.2% | $11,403-99.5% |