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 | $85,846 | $100,852-14.9% | $90,404-5.0% | $158,922-46.0% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.7%-12.7pp | 82.0%-22.0pp |
| Annual return | 24.27% | 1724.20%-1699.9pp | 1293.02%-1268.7pp | 302.83%-278.6pp |
| Employer contribution / active EE | $516 | $3,689-86.0% | $3,262-84.2% | $4,761-89.2% |
| Participant deferral / active EE | $10,419 | $4,348+139.6% | $3,963+162.9% | $5,982+74.2% |
| Admin fee / account holder | $225 | $6,501-96.5% | $5,611-96.0% | $11,246-98.0% |