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 | $68,771 | $104,907-34.4% | $84,611-18.7% | $152,861-55.0% |
| Participation rate | 31.6% | 74.8%-43.2pp | 68.2%-36.7pp | 82.4%-50.9pp |
| Annual return | 107.72% | 373.79%-266.1pp | 258.74%-151.0pp | 345.32%-237.6pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,652-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,104 | $4,688-33.8% | $3,899-20.4% | $5,850-46.9% |
| Admin fee / account holder | $169 | $6,241-97.3% | $4,912-96.6% | $11,596-98.5% |