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 | $22,322 | $81,625-72.7% | $58,482-61.8% | $139,434-84.0% |
| Participation rate | 50.0% | 61.3%-11.3pp | 50.9%-0.9pp | 80.3%-30.3pp |
| Annual return | 29.96% | 7404.20%-7374.2pp | 4239.32%-4209.4pp | 372.94%-343.0pp |
| Employer contribution / active EE | $2,304 | $1,398+64.8% | $1,053+118.7% | $4,751-51.5% |
| Participant deferral / active EE | $2,765 | $2,557+8.2% | $1,924+43.7% | $6,710-58.8% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |