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 | $41,074 | $29,660+38.5% | $56,411-27.2% | $80,856-49.2% |
| Participation rate | 13.8% | 41.6%-27.9pp | 52.5%-38.7pp | 67.6%-53.8pp |
| Annual return | 180.22% | 35.23%+145.0pp | 1701.33%-1521.1pp | 35.59%+144.6pp |
| Employer contribution / active EE | $387 | $669-42.2% | $1,039-62.8% | $2,755-86.0% |
| Participant deferral / active EE | $614 | $1,226-49.9% | $1,952-68.5% | $4,296-85.7% |
| Admin fee / account holder | $101 | $2,428-95.8% | $2,829-96.4% | $6,918-98.5% |