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 | $35,764 | $109,817-67.4% | $98,442-63.7% | $167,490-78.6% |
| Participation rate | 52.6% | 75.8%-23.2pp | 73.3%-20.7pp | 82.1%-29.5pp |
| Annual return | 14.54% | 1956.69%-1942.2pp | 1492.73%-1478.2pp | 478.56%-464.0pp |
| Employer contribution / active EE | $1,101 | $3,224-65.8% | $2,960-62.8% | $4,837-77.2% |
| Participant deferral / active EE | $4,020 | $4,673-14.0% | $4,276-6.0% | $6,341-36.6% |
| Admin fee / account holder | $14 | $6,753-99.8% | $5,949-99.8% | $12,309-99.9% |