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 3-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 | $94,115 | $30,588+207.7% | $53,898+74.6% | $85,563+10.0% |
| Participation rate | 2.5% | 26.3%-23.9pp | 55.0%-52.5pp | 66.0%-63.5pp |
| Annual return | 24.02% | 50.42%-26.4pp | 528.60%-504.6pp | 31.51%-7.5pp |
| Employer contribution / active EE | $502 | $436+15.2% | $932-46.1% | $2,654-81.1% |
| Participant deferral / active EE | $431 | $848-49.2% | $1,826-76.4% | $4,375-90.2% |
| Admin fee / account holder | $0 | $1,879-100.0% | $2,491-100.0% | $834-100.0% |