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 | $85,944 | $111,724-23.1% | $93,606-8.2% | $145,922-41.1% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 24.33% | 202.98%-178.6pp | 133.20%-108.9pp | 561.29%-537.0pp |
| Employer contribution / active EE | $1,712 | $3,090-44.6% | $2,420-29.3% | $4,660-63.3% |
| Participant deferral / active EE | $6,496 | $4,912+32.2% | $4,411+47.3% | $6,688-2.9% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |