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 | $37,173 | $83,902-55.7% | $167,512-77.8% | $84,808-56.2% |
| Participation rate | 60.0% | 66.5%-6.5pp | 77.1%-17.1pp | 68.3%-8.3pp |
| Annual return | 22.94% | 91.55%-68.6pp | 1615.79%-1592.9pp | 40.90%-18.0pp |
| Employer contribution / active EE | $1,345 | $2,264-40.6% | $3,882-65.3% | $2,631-48.9% |
| Participant deferral / active EE | $2,519 | $4,442-43.3% | $6,405-60.7% | $4,212-40.2% |
| Admin fee / account holder | $244 | $7,915-96.9% | $9,769-97.5% | $7,344-96.7% |