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 | $53,376 | $105,998-49.6% | $92,233-42.1% | $147,584-63.8% |
| Participation rate | 44.4% | 80.4%-36.0pp | 76.5%-32.0pp | 82.8%-38.4pp |
| Annual return | 18.13% | 50.05%-31.9pp | 176.28%-158.2pp | 578.55%-560.4pp |
| Employer contribution / active EE | $1,139 | $4,333-73.7% | $3,679-69.0% | $4,876-76.6% |
| Participant deferral / active EE | $3,388 | $4,478-24.3% | $3,897-13.1% | $5,439-37.7% |
| Admin fee / account holder | $25 | $6,332-99.6% | $5,194-99.5% | $10,885-99.8% |