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 9-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 | $48,020 | $107,934-55.5% | $91,989-47.8% | $152,861-68.6% |
| Participation rate | 47.6% | 81.2%-33.6pp | 78.6%-31.0pp | 82.4%-34.8pp |
| Annual return | 370.41% | 89.24%+281.2pp | 69.02%+301.4pp | 345.32%+25.1pp |
| Employer contribution / active EE | $1,355 | $4,210-67.8% | $3,452-60.7% | $4,762-71.5% |
| Participant deferral / active EE | $2,896 | $6,364-54.5% | $5,923-51.1% | $5,850-50.5% |
| Admin fee / account holder | $39 | $10,520-99.6% | $7,743-99.5% | $11,596-99.7% |