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 9-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 | $30,768 | $109,817-72.0% | $98,442-68.7% | $167,490-81.6% |
| Participation rate | 57.1% | 75.8%-18.7pp | 73.3%-16.2pp | 82.1%-25.0pp |
| Annual return | 13.52% | 1956.69%-1943.2pp | 1492.73%-1479.2pp | 478.56%-465.0pp |
| Employer contribution / active EE | $1,541 | $3,224-52.2% | $2,960-47.9% | $4,837-68.1% |
| Participant deferral / active EE | $3,032 | $4,673-35.1% | $4,276-29.1% | $6,341-52.2% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |