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 | $57,949 | $76,738-24.5% | $56,411+2.7% | $145,922-60.3% |
| Participation rate | 8.3% | 63.2%-54.9pp | 52.5%-44.1pp | 80.3%-71.9pp |
| Annual return | 12.44% | 2994.23%-2981.8pp | 1701.33%-1688.9pp | 561.29%-548.8pp |
| Employer contribution / active EE | $314 | $1,380-77.3% | $1,039-69.8% | $4,660-93.3% |
| Participant deferral / active EE | $1,088 | $2,623-58.5% | $1,952-44.3% | $6,688-83.7% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |