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 | $8,357 | $34,934-76.1% | $56,411-85.2% | $74,495-88.8% |
| Participation rate | 17.1% | 32.8%-15.8pp | 52.5%-35.4pp | 67.2%-50.1pp |
| Annual return | 45.76% | 25.94%+19.8pp | 1701.33%-1655.6pp | 1364.94%-1319.2pp |
| Employer contribution / active EE | $125 | $609-79.5% | $1,039-88.0% | $2,623-95.2% |
| Participant deferral / active EE | $309 | $1,170-73.6% | $1,952-84.2% | $4,346-92.9% |
| Admin fee / account holder | $72 | $2,364-97.0% | $2,829-97.5% | $1,942-96.3% |