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 | $6,204 | $29,660-79.1% | $56,411-89.0% | $80,856-92.3% |
| Participation rate | 44.7% | 41.6%+3.0pp | 52.5%-7.8pp | 67.6%-23.0pp |
| Annual return | 14.41% | 35.23%-20.8pp | 1701.33%-1686.9pp | 35.59%-21.2pp |
| Employer contribution / active EE | $313 | $669-53.3% | $1,039-69.9% | $2,755-88.6% |
| Participant deferral / active EE | $499 | $1,226-59.3% | $1,952-74.4% | $4,296-88.4% |
| Admin fee / account holder | $0 | $2,428-100.0% | $2,829-100.0% | $6,918-100.0% |