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 9-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 | $32,236 | $88,751-63.7% | $81,812-60.6% | $145,922-77.9% |
| Participation rate | 58.3% | 75.0%-16.7pp | 72.3%-14.0pp | 80.3%-21.9pp |
| Annual return | 14.47% | 1025.40%-1010.9pp | 773.79%-759.3pp | 561.29%-546.8pp |
| Employer contribution / active EE | $1,608 | $3,083-47.9% | $2,912-44.8% | $4,660-65.5% |
| Participant deferral / active EE | $1,996 | $4,643-57.0% | $4,319-53.8% | $6,688-70.2% |
| Admin fee / account holder | $20 | $8,415-99.8% | $7,386-99.7% | $13,397-99.9% |