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 | $14,241 | $76,738-81.4% | $56,411-74.8% | $145,922-90.2% |
| Participation rate | 31.3% | 63.2%-32.0pp | 52.5%-21.2pp | 80.3%-49.0pp |
| Annual return | 15.34% | 2994.23%-2978.9pp | 1701.33%-1686.0pp | 561.29%-545.9pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,127 | $2,623-57.0% | $1,952-42.2% | $6,688-83.1% |
| Admin fee / account holder | $54 | $3,334-98.4% | $2,829-98.1% | $13,397-99.6% |