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 | $36,076 | $169,032-78.7% | $129,207-72.1% | $145,922-75.3% |
| Participation rate | 60.0% | 76.4%-16.4pp | 69.6%-9.6pp | 80.3%-20.3pp |
| Annual return | 13.15% | 14330.11%-14317.0pp | 9417.33%-9404.2pp | 561.29%-548.1pp |
| Employer contribution / active EE | $1,475 | $5,537-73.4% | $4,153-64.5% | $4,660-68.3% |
| Participant deferral / active EE | $6,686 | $4,987+34.1% | $4,168+60.4% | $6,6880% |
| Admin fee / account holder | $195 | $9,954-98.0% | $7,715-97.5% | $13,397-98.5% |