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 3-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 | $17,305 | $70,606-75.5% | $53,898-67.9% | $142,382-87.8% |
| Participation rate | 23.1% | 63.7%-40.6pp | 55.0%-31.9pp | 80.1%-57.0pp |
| Annual return | 22.96% | 619.81%-596.9pp | 528.60%-505.6pp | 217.08%-194.1pp |
| Employer contribution / active EE | $535 | $1,202-55.5% | $932-42.6% | $4,299-87.6% |
| Participant deferral / active EE | $684 | $2,364-71.1% | $1,826-62.6% | $6,507-89.5% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |