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 | $17,317 | $156,846-89.0% | $121,098-85.7% | $139,434-87.6% |
| Participation rate | 66.7% | 76.4%-9.7pp | 69.5%-2.8pp | 80.3%-13.7pp |
| Annual return | 120.08% | 1474.56%-1354.5pp | 985.75%-865.7pp | 372.94%-252.9pp |
| Employer contribution / active EE | $3,045 | $5,536-45.0% | $4,164-26.9% | $4,751-35.9% |
| Participant deferral / active EE | $3,350 | $4,844-30.8% | $4,080-17.9% | $6,710-50.1% |
| Admin fee / account holder | $12 | $6,946-99.8% | $5,644-99.8% | $11,403-99.9% |