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 | $1,817 | $29,660-93.9% | $56,411-96.8% | $80,856-97.8% |
| Participation rate | 44.4% | 41.6%+2.8pp | 52.5%-8.0pp | 67.6%-23.2pp |
| Annual return | 13.97% | 35.23%-21.3pp | 1701.33%-1687.4pp | 35.59%-21.6pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $398 | $1,226-67.5% | $1,952-79.6% | $4,296-90.7% |
| Admin fee / account holder | $154 | $2,428-93.7% | $2,829-94.6% | $6,918-97.8% |