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 | $1,852 | $30,400-93.9% | $53,898-96.6% | $84,808-97.8% |
| Participation rate | 43.3% | 46.4%-3.1pp | 55.0%-11.6pp | 68.3%-25.0pp |
| Annual return | 27.58% | 500.19%-472.6pp | 528.60%-501.0pp | 40.90%-13.3pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $511 | $1,199-57.4% | $1,826-72.0% | $4,212-87.9% |
| Admin fee / account holder | $178 | $1,993-91.1% | $2,491-92.9% | $7,344-97.6% |