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 | $4,925 | $70,606-93.0% | $53,898-90.9% | $142,382-96.5% |
| Participation rate | 5.6% | 63.7%-58.1pp | 55.0%-49.4pp | 80.1%-74.6pp |
| Annual return | 28.36% | 619.81%-591.5pp | 528.60%-500.2pp | 217.08%-188.7pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $243 | $2,364-89.7% | $1,826-86.7% | $6,507-96.3% |
| Admin fee / account holder | $17 | $2,852-99.4% | $2,491-99.3% | $12,624-99.9% |