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 | $132,171 | $102,604+28.8% | $86,188+53.4% | $139,434-5.2% |
| Participation rate | 40.0% | 74.5%-34.5pp | 69.0%-29.0pp | 80.3%-40.3pp |
| Annual return | 21.90% | 1922.51%-1900.6pp | 1168.45%-1146.5pp | 372.94%-351.0pp |
| Employer contribution / active EE | $1,281 | $3,032-57.7% | $2,380-46.2% | $4,751-73.0% |
| Participant deferral / active EE | $2,143 | $4,676-54.2% | $3,985-46.2% | $6,710-68.1% |
| Admin fee / account holder | $60 | $8,657-99.3% | $6,852-99.1% | $11,403-99.5% |