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 7-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 | $26,538 | $27,915-4.9% | $58,482-54.6% | $75,163-64.7% |
| Participation rate | 19.8% | 38.8%-19.1pp | 50.9%-31.1pp | 67.2%-47.4pp |
| Annual return | 30.44% | 44.20%-13.8pp | 4239.32%-4208.9pp | 160.62%-130.2pp |
| Employer contribution / active EE | $501 | $669-25.2% | $1,053-52.5% | $2,670-81.3% |
| Participant deferral / active EE | $868 | $1,201-27.7% | $1,924-54.9% | $4,125-79.0% |
| Admin fee / account holder | $25 | $1,726-98.5% | $2,516-99.0% | $5,651-99.6% |