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 5-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 | $47,088 | $70,756-33.5% | $65,493-28.1% | $142,382-66.9% |
| Participation rate | 30.8% | 77.4%-46.6pp | 73.1%-42.3pp | 80.1%-49.4pp |
| Annual return | 20.04% | 1754.89%-1734.9pp | 982.45%-962.4pp | 217.08%-197.0pp |
| Employer contribution / active EE | $628 | $2,881-78.2% | $2,574-75.6% | $4,299-85.4% |
| Participant deferral / active EE | $3,296 | $4,637-28.9% | $3,961-16.8% | $6,507-49.4% |
| Admin fee / account holder | $0 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |