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 | $38,324 | $108,642-64.7% | $74,701-48.7% | $152,861-74.9% |
| Participation rate | 33.3% | 65.3%-32.0pp | 54.5%-21.1pp | 82.4%-49.1pp |
| Annual return | 23.48% | 114.06%-90.6pp | 752.92%-729.4pp | 345.32%-321.8pp |
| Employer contribution / active EE | $488 | $1,503-67.5% | $1,084-55.0% | $4,762-89.8% |
| Participant deferral / active EE | $3,722 | $2,712+37.2% | $1,964+89.6% | $5,850-36.4% |
| Admin fee / account holder | $0 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |