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 | $61,585 | $100,852-38.9% | $90,404-31.9% | $158,922-61.2% |
| Participation rate | 53.8% | 75.0%-21.2pp | 72.7%-18.8pp | 82.0%-28.1pp |
| Annual return | 19.89% | 1724.20%-1704.3pp | 1293.02%-1273.1pp | 302.83%-282.9pp |
| Employer contribution / active EE | $1,019 | $3,689-72.4% | $3,262-68.8% | $4,761-78.6% |
| Participant deferral / active EE | $4,010 | $4,348-7.8% | $3,963+1.2% | $5,982-33.0% |
| Admin fee / account holder | $13 | $6,501-99.8% | $5,611-99.8% | $11,246-99.9% |