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 7-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 | $13,755 | $81,625-83.1% | $58,482-76.5% | $139,434-90.1% |
| Participation rate | 18.2% | 61.3%-43.1pp | 50.9%-32.7pp | 80.3%-62.1pp |
| Annual return | 19.86% | 7404.20%-7384.3pp | 4239.32%-4219.5pp | 372.94%-353.1pp |
| Employer contribution / active EE | $269 | $1,398-80.7% | $1,053-74.4% | $4,751-94.3% |
| Participant deferral / active EE | $275 | $2,557-89.2% | $1,924-85.7% | $6,710-95.9% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |