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 6-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 | $29,362 | $100,852-70.9% | $90,404-67.5% | $158,922-81.5% |
| Participation rate | 38.9% | 75.0%-36.1pp | 72.7%-33.8pp | 82.0%-43.1pp |
| Annual return | 2497.08% | 1724.20%+772.9pp | 1293.02%+1204.1pp | 302.83%+2194.3pp |
| Employer contribution / active EE | $837 | $3,689-77.3% | $3,262-74.3% | $4,761-82.4% |
| Participant deferral / active EE | $1,871 | $4,348-57.0% | $3,963-52.8% | $5,982-68.7% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |