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 8-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 | $52,090 | $30,400+71.3% | $53,898-3.4% | $84,808-38.6% |
| Participation rate | 22.2% | 46.4%-24.2pp | 55.0%-32.7pp | 68.3%-46.1pp |
| Annual return | 19.94% | 500.19%-480.3pp | 528.60%-508.7pp | 40.90%-21.0pp |
| Employer contribution / active EE | $523 | $603-13.3% | $932-43.9% | $2,631-80.1% |
| Participant deferral / active EE | $875 | $1,199-27.0% | $1,826-52.1% | $4,212-79.2% |
| Admin fee / account holder | $3 | $1,993-99.9% | $2,491-99.9% | $7,344-100.0% |