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 7-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 | $32,404 | $70,756-54.2% | $65,493-50.5% | $142,382-77.2% |
| Participation rate | 57.1% | 77.4%-20.2pp | 73.1%-16.0pp | 80.1%-23.0pp |
| Annual return | 23.04% | 1754.89%-1731.9pp | 982.45%-959.4pp | 217.08%-194.0pp |
| Employer contribution / active EE | $1,329 | $2,881-53.8% | $2,574-48.4% | $4,299-69.1% |
| Participant deferral / active EE | $1,881 | $4,637-59.4% | $3,961-52.5% | $6,507-71.1% |
| Admin fee / account holder | $0 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |