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 | $13,723 | $109,327-87.4% | $89,391-84.6% | $158,922-91.4% |
| Participation rate | 45.8% | 74.3%-28.4pp | 68.0%-22.1pp | 82.0%-36.1pp |
| Annual return | 43.05% | 345.68%-302.6pp | 245.62%-202.6pp | 302.83%-259.8pp |
| Employer contribution / active EE | $0 | $3,170-100.0% | $2,586-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,103 | $4,598-32.5% | $3,890-20.2% | $5,982-48.1% |
| Admin fee / account holder | $38 | $6,153-99.4% | $4,881-99.2% | $11,246-99.7% |