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 | $42,134 | $70,606-40.3% | $53,898-21.8% | $142,382-70.4% |
| Participation rate | 53.3% | 63.7%-10.4pp | 55.0%-1.6pp | 80.1%-26.8pp |
| Annual return | 23.50% | 619.81%-596.3pp | 528.60%-505.1pp | 217.08%-193.6pp |
| Employer contribution / active EE | $2,306 | $1,202+91.8% | $932+147.4% | $4,299-46.4% |
| Participant deferral / active EE | $4,982 | $2,364+110.8% | $1,826+172.8% | $6,507-23.4% |
| Admin fee / account holder | $36 | $2,852-98.8% | $2,491-98.6% | $12,624-99.7% |