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 | $32,017 | $27,915+14.7% | $58,482-45.3% | $75,163-57.4% |
| Participation rate | 5.5% | 38.8%-33.4pp | 50.9%-45.4pp | 67.2%-61.7pp |
| Annual return | 15.98% | 44.20%-28.2pp | 4239.32%-4223.3pp | 160.62%-144.6pp |
| Employer contribution / active EE | $112 | $669-83.2% | $1,053-89.3% | $2,670-95.8% |
| Participant deferral / active EE | $205 | $1,201-82.9% | $1,924-89.3% | $4,125-95.0% |
| Admin fee / account holder | $52 | $1,726-97.0% | $2,516-97.9% | $5,651-99.1% |