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 | $4,323 | $81,625-94.7% | $58,482-92.6% | $139,434-96.9% |
| Participation rate | 61.9% | 61.3%+0.6pp | 50.9%+11.0pp | 80.3%-18.4pp |
| Annual return | 23.83% | 7404.20%-7380.4pp | 4239.32%-4215.5pp | 372.94%-349.1pp |
| Employer contribution / active EE | $727 | $1,398-48.0% | $1,053-30.9% | $4,751-84.7% |
| Participant deferral / active EE | $1,101 | $2,557-57.0% | $1,924-42.8% | $6,710-83.6% |
| Admin fee / account holder | $130 | $3,265-96.0% | $2,516-94.9% | $11,403-98.9% |