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 5-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 | $57,917 | $96,635-40.1% | $86,612-33.1% | $139,434-58.5% |
| Participation rate | 13.6% | 74.4%-60.8pp | 71.7%-58.1pp | 80.3%-66.7pp |
| Annual return | 90.06% | 106.41%-16.3pp | 591.07%-501.0pp | 372.94%-282.9pp |
| Employer contribution / active EE | $509 | $3,263-84.4% | $3,022-83.2% | $4,751-89.3% |
| Participant deferral / active EE | $1,880 | $4,836-61.1% | $4,438-57.6% | $6,710-72.0% |
| Admin fee / account holder | $167 | $6,408-97.4% | $5,614-97.0% | $11,403-98.5% |