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 8-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 | $73,513 | $96,305-23.7% | $80,569-8.8% | $139,434-47.3% |
| Participation rate | 17.4% | 73.6%-56.2pp | 67.0%-49.6pp | 80.3%-62.9pp |
| Annual return | 14.30% | 1350.08%-1335.8pp | 935.43%-921.1pp | 372.94%-358.6pp |
| Employer contribution / active EE | $452 | $3,262-86.2% | $2,723-83.4% | $4,751-90.5% |
| Participant deferral / active EE | $1,100 | $5,232-79.0% | $4,447-75.3% | $6,710-83.6% |
| Admin fee / account holder | $225 | $6,599-96.6% | $5,377-95.8% | $11,403-98.0% |