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 6-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 | $47,281 | $30,400+55.5% | $53,898-12.3% | $84,808-44.2% |
| Participation rate | 17.9% | 46.4%-28.6pp | 55.0%-37.1pp | 68.3%-50.5pp |
| Annual return | 22.21% | 500.19%-478.0pp | 528.60%-506.4pp | 40.90%-18.7pp |
| Employer contribution / active EE | $391 | $603-35.1% | $932-58.1% | $2,631-85.1% |
| Participant deferral / active EE | $893 | $1,199-25.5% | $1,826-51.1% | $4,212-78.8% |
| Admin fee / account holder | $60 | $1,993-97.0% | $2,491-97.6% | $7,344-99.2% |