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 | $1,482 | $22,587-93.4% | $65,255-97.7% | $75,163-98.0% |
| Participation rate | 56.6% | 63.1%-6.5pp | 65.0%-8.4pp | 67.2%-10.6pp |
| Annual return | 83.02% | 71.03%+12.0pp | 47.35%+35.7pp | 160.62%-77.6pp |
| Employer contribution / active EE | $416 | $941-55.7% | $1,691-75.4% | $2,670-84.4% |
| Participant deferral / active EE | $807 | $1,695-52.4% | $2,831-71.5% | $4,125-80.4% |
| Admin fee / account holder | $83 | $1,876-95.6% | $4,112-98.0% | $5,651-98.5% |