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 | $32,487 | $30,400+6.9% | $53,898-39.7% | $84,808-61.7% |
| Participation rate | 24.1% | 46.4%-22.3pp | 55.0%-30.8pp | 68.3%-44.2pp |
| Annual return | 18.89% | 500.19%-481.3pp | 528.60%-509.7pp | 40.90%-22.0pp |
| Employer contribution / active EE | $434 | $603-28.0% | $932-53.5% | $2,631-83.5% |
| Participant deferral / active EE | $672 | $1,199-43.9% | $1,826-63.2% | $4,212-84.0% |
| Admin fee / account holder | $123 | $1,993-93.8% | $2,491-95.1% | $7,344-98.3% |