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 3-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 | $6,182 | $30,400-79.7% | $53,898-88.5% | $84,808-92.7% |
| Participation rate | 28.1% | 46.4%-18.3pp | 55.0%-26.8pp | 68.3%-40.2pp |
| Annual return | 34.25% | 500.19%-465.9pp | 528.60%-494.4pp | 40.90%-6.6pp |
| Employer contribution / active EE | $452 | $603-24.9% | $932-51.5% | $2,631-82.8% |
| Participant deferral / active EE | $504 | $1,199-57.9% | $1,826-72.4% | $4,212-88.0% |
| Admin fee / account holder | $86 | $1,993-95.7% | $2,491-96.6% | $7,344-98.8% |