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 | $3,871 | $30,400-87.3% | $53,898-92.8% | $84,808-95.4% |
| Participation rate | 68.7% | 46.4%+22.2pp | 55.0%+13.7pp | 68.3%+0.3pp |
| Annual return | 22.15% | 500.19%-478.0pp | 528.60%-506.5pp | 40.90%-18.7pp |
| Employer contribution / active EE | $191 | $603-68.2% | $932-79.5% | $2,631-92.7% |
| Participant deferral / active EE | $566 | $1,199-52.8% | $1,826-69.0% | $4,212-86.6% |
| Admin fee / account holder | $161 | $1,993-91.9% | $2,491-93.5% | $7,344-97.8% |