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 | $33,820 | $88,751-61.9% | $81,812-58.7% | $145,922-76.8% |
| Participation rate | 11.1% | 75.0%-63.9pp | 72.3%-61.2pp | 80.3%-69.2pp |
| Annual return | 10.25% | 1025.40%-1015.1pp | 773.79%-763.5pp | 561.29%-551.0pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,322 | $4,643-71.5% | $4,319-69.4% | $6,688-80.2% |
| Admin fee / account holder | $113 | $8,415-98.7% | $7,386-98.5% | $13,397-99.2% |