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 | $26,922 | $158,398-83.0% | $126,539-78.7% | $142,382-81.1% |
| Participation rate | 27.3% | 75.8%-48.5pp | 69.8%-42.5pp | 80.1%-52.8pp |
| Annual return | 22.80% | 593.76%-571.0pp | 425.95%-403.1pp | 217.08%-194.3pp |
| Employer contribution / active EE | $1,160 | $4,650-75.1% | $3,674-68.4% | $4,299-73.0% |
| Participant deferral / active EE | $1,509 | $4,767-68.3% | $4,083-63.0% | $6,507-76.8% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |