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 5-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 | $28,997 | $70,756-59.0% | $65,493-55.7% | $142,382-79.6% |
| Participation rate | 35.3% | 77.4%-42.1pp | 73.1%-37.8pp | 80.1%-44.8pp |
| Annual return | 16.75% | 1754.89%-1738.1pp | 982.45%-965.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $946 | $2,881-67.2% | $2,574-63.3% | $4,299-78.0% |
| Participant deferral / active EE | $946 | $4,637-79.6% | $3,961-76.1% | $6,507-85.5% |
| Admin fee / account holder | $11 | $6,559-99.8% | $5,028-99.8% | $12,624-99.9% |