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 | $48,132 | $29,660+62.3% | $56,411-14.7% | $80,856-40.5% |
| Participation rate | 10.3% | 41.6%-31.3pp | 52.5%-42.1pp | 67.6%-57.3pp |
| Annual return | 13.72% | 35.23%-21.5pp | 1701.33%-1687.6pp | 35.59%-21.9pp |
| Employer contribution / active EE | $432 | $669-35.5% | $1,039-58.4% | $2,755-84.3% |
| Participant deferral / active EE | $2,031 | $1,226+65.6% | $1,952+4.0% | $4,296-52.7% |
| Admin fee / account holder | $0 | $2,428-100.0% | $2,829-100.0% | $6,918-100.0% |