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 | $3,059 | $29,660-89.7% | $56,411-94.6% | $80,856-96.2% |
| Participation rate | 54.5% | 41.6%+12.9pp | 52.5%+2.1pp | 67.6%-13.1pp |
| Annual return | 16.70% | 35.23%-18.5pp | 1701.33%-1684.6pp | 35.59%-18.9pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,032 | $1,226-15.9% | $1,952-47.1% | $4,296-76.0% |
| Admin fee / account holder | $16 | $2,428-99.4% | $2,829-99.4% | $6,918-99.8% |