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 | $21,770 | $72,400-69.9% | $67,502-67.7% | $145,922-85.1% |
| Participation rate | 60.0% | 76.9%-16.9pp | 72.9%-12.9pp | 80.3%-20.3pp |
| Annual return | 15.02% | 7182.46%-7167.4pp | 3512.12%-3497.1pp | 561.29%-546.3pp |
| Employer contribution / active EE | $1,593 | $3,069-48.1% | $2,731-41.7% | $4,660-65.8% |
| Participant deferral / active EE | $2,366 | $4,783-50.5% | $4,000-40.8% | $6,688-64.6% |
| Admin fee / account holder | $0 | $5,539-100.0% | $3,998-100.0% | $13,397-100.0% |