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 | $27,897 | $72,400-61.5% | $67,502-58.7% | $145,922-80.9% |
| Participation rate | 40.0% | 76.9%-36.9pp | 72.9%-32.9pp | 80.3%-40.3pp |
| Annual return | 17.06% | 7182.46%-7165.4pp | 3512.12%-3495.1pp | 561.29%-544.2pp |
| Employer contribution / active EE | $842 | $3,069-72.6% | $2,731-69.2% | $4,660-81.9% |
| Participant deferral / active EE | $1,710 | $4,783-64.3% | $4,000-57.3% | $6,688-74.4% |
| Admin fee / account holder | $0 | $5,539-100.0% | $3,998-100.0% | $13,397-100.0% |