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 | $16,113 | $70,756-77.2% | $65,493-75.4% | $142,382-88.7% |
| Participation rate | 38.1% | 77.4%-39.3pp | 73.1%-35.0pp | 80.1%-42.0pp |
| Annual return | 17.91% | 1754.89%-1737.0pp | 982.45%-964.5pp | 217.08%-199.2pp |
| Employer contribution / active EE | $754 | $2,881-73.8% | $2,574-70.7% | $4,299-82.5% |
| Participant deferral / active EE | $1,510 | $4,637-67.4% | $3,961-61.9% | $6,507-76.8% |
| Admin fee / account holder | $54 | $6,559-99.2% | $5,028-98.9% | $12,624-99.6% |