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 | $25,868 | $111,724-76.8% | $93,606-72.4% | $145,922-82.3% |
| Participation rate | 25.0% | 74.2%-49.2pp | 68.7%-43.7pp | 80.3%-55.3pp |
| Annual return | 41.90% | 202.98%-161.1pp | 133.20%-91.3pp | 561.29%-519.4pp |
| Employer contribution / active EE | $649 | $3,090-79.0% | $2,420-73.2% | $4,660-86.1% |
| Participant deferral / active EE | $3,308 | $4,912-32.6% | $4,411-25.0% | $6,688-50.5% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |