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 7-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 | $58,350 | $88,751-34.3% | $81,812-28.7% | $145,922-60.0% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.3%-39.0pp | 80.3%-46.9pp |
| Annual return | 13.74% | 1025.40%-1011.7pp | 773.79%-760.1pp | 561.29%-547.5pp |
| Employer contribution / active EE | $794 | $3,083-74.2% | $2,912-72.7% | $4,660-83.0% |
| Participant deferral / active EE | $794 | $4,643-82.9% | $4,319-81.6% | $6,688-88.1% |
| Admin fee / account holder | $247 | $8,415-97.1% | $7,386-96.7% | $13,397-98.2% |