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 | $9,263 | $70,606-86.9% | $53,898-82.8% | $142,382-93.5% |
| Participation rate | 12.5% | 63.7%-51.2pp | 55.0%-42.5pp | 80.1%-67.6pp |
| Annual return | 25.27% | 619.81%-594.5pp | 528.60%-503.3pp | 217.08%-191.8pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $409 | $2,364-82.7% | $1,826-77.6% | $6,507-93.7% |
| Admin fee / account holder | $32 | $2,852-98.9% | $2,491-98.7% | $12,624-99.7% |