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 | $39,956 | $30,400+31.4% | $53,898-25.9% | $84,808-52.9% |
| Participation rate | 30.3% | 46.4%-16.1pp | 55.0%-24.7pp | 68.3%-38.0pp |
| Annual return | 22.92% | 500.19%-477.3pp | 528.60%-505.7pp | 40.90%-18.0pp |
| Employer contribution / active EE | $1,497 | $603+148.3% | $932+60.6% | $2,631-43.1% |
| Participant deferral / active EE | $2,314 | $1,199+93.1% | $1,826+26.7% | $4,212-45.0% |
| Admin fee / account holder | $0 | $1,993-100.0% | $2,491-100.0% | $7,344-100.0% |