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 | $24,750 | $29,660-16.6% | $56,411-56.1% | $80,856-69.4% |
| Participation rate | 30.0% | 41.6%-11.6pp | 52.5%-22.5pp | 67.6%-37.6pp |
| Annual return | 24.70% | 35.23%-10.5pp | 1701.33%-1676.6pp | 35.59%-10.9pp |
| Employer contribution / active EE | $1,544 | $669+130.7% | $1,039+48.7% | $2,755-44.0% |
| Participant deferral / active EE | $2,383 | $1,226+94.4% | $1,952+22.1% | $4,296-44.5% |
| Admin fee / account holder | $0 | $2,428-100.0% | $2,829-100.0% | $6,918-100.0% |