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 | $106,676 | $118,680-10.1% | $98,907+7.9% | $158,922-32.9% |
| Participation rate | 33.3% | 77.8%-44.5pp | 76.0%-42.7pp | 82.0%-48.6pp |
| Annual return | 46.03% | 372.35%-326.3pp | 196.43%-150.4pp | 302.83%-256.8pp |
| Employer contribution / active EE | $775 | $3,333-76.7% | $2,689-71.2% | $4,761-83.7% |
| Participant deferral / active EE | $1,642 | $5,088-67.7% | $4,244-61.3% | $5,982-72.6% |
| Admin fee / account holder | $30 | $10,131-99.7% | $6,642-99.5% | $11,246-99.7% |