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 | $102,646 | $100,852+1.8% | $90,404+13.5% | $158,922-35.4% |
| Participation rate | 37.5% | 75.0%-37.5pp | 72.7%-35.2pp | 82.0%-44.5pp |
| Annual return | 23.70% | 1724.20%-1700.5pp | 1293.02%-1269.3pp | 302.83%-279.1pp |
| Employer contribution / active EE | $172 | $3,689-95.3% | $3,262-94.7% | $4,761-96.4% |
| Participant deferral / active EE | $2,501 | $4,348-42.5% | $3,963-36.9% | $5,982-58.2% |
| Admin fee / account holder | $25 | $6,501-99.6% | $5,611-99.6% | $11,246-99.8% |