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 | $8,984 | $81,625-89.0% | $58,482-84.6% | $139,434-93.6% |
| Participation rate | 66.7% | 61.3%+5.3pp | 50.9%+15.8pp | 80.3%-13.7pp |
| Annual return | 33.19% | 7404.20%-7371.0pp | 4239.32%-4206.1pp | 372.94%-339.8pp |
| Employer contribution / active EE | $806 | $1,398-42.3% | $1,053-23.5% | $4,751-83.0% |
| Participant deferral / active EE | $3,043 | $2,557+19.0% | $1,924+58.1% | $6,710-54.7% |
| Admin fee / account holder | $53 | $3,265-98.4% | $2,516-97.9% | $11,403-99.5% |