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 | $9,219 | $81,625-88.7% | $58,482-84.2% | $139,434-93.4% |
| Participation rate | 27.8% | 61.3%-33.6pp | 50.9%-23.1pp | 80.3%-52.5pp |
| Annual return | 24.98% | 7404.20%-7379.2pp | 4239.32%-4214.3pp | 372.94%-348.0pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $873 | $2,557-65.9% | $1,924-54.6% | $6,710-87.0% |
| Admin fee / account holder | $190 | $3,265-94.2% | $2,516-92.4% | $11,403-98.3% |