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 6-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 | $19,217 | $124,185-84.5% | $108,410-82.3% | $167,490-88.5% |
| Participation rate | 21.1% | 82.3%-61.2pp | 80.1%-59.1pp | 82.1%-61.1pp |
| Annual return | 18.89% | 1379.64%-1360.7pp | 905.27%-886.4pp | 478.56%-459.7pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,367 | $6,908-65.7% | $6,563-63.9% | $6,341-62.7% |
| Admin fee / account holder | $63 | $9,455-99.3% | $7,295-99.1% | $12,309-99.5% |