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 | $4,398 | $27,915-84.2% | $58,482-92.5% | $75,163-94.1% |
| Participation rate | 35.0% | 38.8%-3.8pp | 50.9%-15.9pp | 67.2%-32.2pp |
| Annual return | 31.19% | 44.20%-13.0pp | 4239.32%-4208.1pp | 160.62%-129.4pp |
| Employer contribution / active EE | $108 | $669-83.9% | $1,053-89.8% | $2,670-96.0% |
| Participant deferral / active EE | $622 | $1,201-48.2% | $1,924-67.7% | $4,125-84.9% |
| Admin fee / account holder | $0 | $1,726-100.0% | $2,516-100.0% | $5,651-100.0% |