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 | $51,530 | $49,173+4.8% | $121,098-57.4% | $75,163-31.4% |
| Participation rate | 13.6% | 55.4%-41.8pp | 69.5%-55.8pp | 67.2%-53.6pp |
| Annual return | 14.25% | 55.99%-41.7pp | 985.75%-971.5pp | 160.62%-146.4pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,164-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $815 | $2,628-69.0% | $4,080-80.0% | $4,125-80.2% |
| Admin fee / account holder | $9 | $3,942-99.8% | $5,644-99.8% | $5,651-99.8% |