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 | $16,959 | $49,922-66.0% | $80,569-79.0% | $75,163-77.4% |
| Participation rate | 13.5% | 55.3%-41.8pp | 67.0%-53.5pp | 67.2%-53.7pp |
| Annual return | 26.28% | 34.69%-8.4pp | 935.43%-909.1pp | 160.62%-134.3pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,032 | $2,990-65.5% | $4,447-76.8% | $4,125-75.0% |
| Admin fee / account holder | $262 | $3,577-92.7% | $5,377-95.1% | $5,651-95.4% |