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 | $30,443 | $96,305-68.4% | $80,569-62.2% | $139,434-78.2% |
| Participation rate | 46.2% | 73.6%-27.5pp | 67.0%-20.8pp | 80.3%-34.2pp |
| Annual return | 16.50% | 1350.08%-1333.6pp | 935.43%-918.9pp | 372.94%-356.4pp |
| Employer contribution / active EE | $1,881 | $3,262-42.3% | $2,723-30.9% | $4,751-60.4% |
| Participant deferral / active EE | $2,889 | $5,232-44.8% | $4,447-35.0% | $6,710-56.9% |
| Admin fee / account holder | $100 | $6,599-98.5% | $5,377-98.1% | $11,403-99.1% |