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 10-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 | $94,722 | $70,756+33.9% | $65,493+44.6% | $142,382-33.5% |
| Participation rate | 33.3% | 77.4%-44.0pp | 73.1%-39.8pp | 80.1%-46.8pp |
| Annual return | 14.77% | 1754.89%-1740.1pp | 982.45%-967.7pp | 217.08%-202.3pp |
| Employer contribution / active EE | $1,178 | $2,881-59.1% | $2,574-54.2% | $4,299-72.6% |
| Participant deferral / active EE | $1,205 | $4,637-74.0% | $3,961-69.6% | $6,507-81.5% |
| Admin fee / account holder | $41 | $6,559-99.4% | $5,028-99.2% | $12,624-99.7% |