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 | $15,096 | $81,625-81.5% | $58,482-74.2% | $139,434-89.2% |
| Participation rate | 18.2% | 61.3%-43.1pp | 50.9%-32.7pp | 80.3%-62.1pp |
| Annual return | 37.90% | 7404.20%-7366.3pp | 4239.32%-4201.4pp | 372.94%-335.0pp |
| Employer contribution / active EE | $1,053 | $1,398-24.7% | $1,0530% | $4,751-77.8% |
| Participant deferral / active EE | $1,754 | $2,557-31.4% | $1,924-8.8% | $6,710-73.9% |
| Admin fee / account holder | $28 | $3,265-99.1% | $2,516-98.9% | $11,403-99.8% |