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 4-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 | $3,241 | $30,400-89.3% | $53,898-94.0% | $84,808-96.2% |
| Participation rate | 63.6% | 46.4%+17.2pp | 55.0%+8.7pp | 68.3%-4.7pp |
| Annual return | 22.57% | 500.19%-477.6pp | 528.60%-506.0pp | 40.90%-18.3pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $659 | $1,199-45.1% | $1,826-63.9% | $4,212-84.4% |
| Admin fee / account holder | $74 | $1,993-96.3% | $2,491-97.0% | $7,344-99.0% |