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 | $8,945 | $169,032-94.7% | $129,207-93.1% | $145,922-93.9% |
| Participation rate | 11.8% | 76.4%-64.7pp | 69.6%-57.8pp | 80.3%-68.5pp |
| Annual return | 13.87% | 14330.11%-14316.2pp | 9417.33%-9403.5pp | 561.29%-547.4pp |
| Employer contribution / active EE | $0 | $5,537-100.0% | $4,153-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $515 | $4,987-89.7% | $4,168-87.7% | $6,688-92.3% |
| Admin fee / account holder | $34 | $9,954-99.7% | $7,715-99.6% | $13,397-99.7% |