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 3-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 | $21,042 | $30,400-30.8% | $53,898-61.0% | $84,808-75.2% |
| Participation rate | 5.4% | 46.4%-41.0pp | 55.0%-49.6pp | 68.3%-62.9pp |
| Annual return | 28.42% | 500.19%-471.8pp | 528.60%-500.2pp | 40.90%-12.5pp |
| Employer contribution / active EE | $104 | $603-82.8% | $932-88.9% | $2,631-96.1% |
| Participant deferral / active EE | $284 | $1,199-76.3% | $1,826-84.5% | $4,212-93.3% |
| Admin fee / account holder | $0 | $1,993-100.0% | $2,491-100.0% | $7,344-100.0% |