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 | $42,844 | $60,124-28.7% | $90,404-52.6% | $79,858-46.3% |
| Participation rate | 37.9% | 65.0%-27.1pp | 72.7%-34.8pp | 69.6%-31.7pp |
| Annual return | 21.51% | 71.94%-50.4pp | 1293.02%-1271.5pp | 31.71%-10.2pp |
| Employer contribution / active EE | $446 | $2,068-78.5% | $3,262-86.3% | $2,471-82.0% |
| Participant deferral / active EE | $1,726 | $2,938-41.3% | $3,963-56.5% | $3,740-53.9% |
| Admin fee / account holder | $24 | $3,976-99.4% | $5,611-99.6% | $5,306-99.6% |