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 | $20,563 | $65,561-68.6% | $86,188-76.1% | $75,163-72.6% |
| Participation rate | 38.5% | 60.5%-22.0pp | 69.0%-30.5pp | 67.2%-28.7pp |
| Annual return | 222.94% | 46.05%+176.9pp | 1168.45%-945.5pp | 160.62%+62.3pp |
| Employer contribution / active EE | $643 | $1,553-58.6% | $2,380-73.0% | $2,670-75.9% |
| Participant deferral / active EE | $1,608 | $3,024-46.8% | $3,985-59.6% | $4,125-61.0% |
| Admin fee / account holder | $71 | $5,474-98.7% | $6,852-99.0% | $5,651-98.7% |