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 | $30,152 | $70,756-57.4% | $65,493-54.0% | $142,382-78.8% |
| Participation rate | 69.2% | 77.4%-8.2pp | 73.1%-3.9pp | 80.1%-10.9pp |
| Annual return | 23.57% | 1754.89%-1731.3pp | 982.45%-958.9pp | 217.08%-193.5pp |
| Employer contribution / active EE | $1,390 | $2,881-51.8% | $2,574-46.0% | $4,299-67.7% |
| Participant deferral / active EE | $4,946 | $4,637+6.7% | $3,961+24.9% | $6,507-24.0% |
| Admin fee / account holder | $0 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |