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 5-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 | $17,604 | $27,915-36.9% | $58,482-69.9% | $75,163-76.6% |
| Participation rate | 5.5% | 38.8%-33.4pp | 50.9%-45.4pp | 67.2%-61.7pp |
| Annual return | 19.64% | 44.20%-24.6pp | 4239.32%-4219.7pp | 160.62%-141.0pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $358 | $1,201-70.2% | $1,924-81.4% | $4,125-91.3% |
| Admin fee / account holder | $151 | $1,726-91.2% | $2,516-94.0% | $5,651-97.3% |