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 | $2,390 | $30,400-92.1% | $53,898-95.6% | $84,808-97.2% |
| Participation rate | 21.9% | 46.4%-24.6pp | 55.0%-33.1pp | 68.3%-46.4pp |
| Annual return | 28.21% | 500.19%-472.0pp | 528.60%-500.4pp | 40.90%-12.7pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $276 | $1,199-76.9% | $1,826-84.9% | $4,212-93.4% |
| Admin fee / account holder | $39 | $1,993-98.0% | $2,491-98.4% | $7,344-99.5% |