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 7-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 | $90,947 | $102,604-11.4% | $86,188+5.5% | $139,434-34.8% |
| Participation rate | 16.7% | 74.5%-57.8pp | 69.0%-52.3pp | 80.3%-63.7pp |
| Annual return | 15.91% | 1922.51%-1906.6pp | 1168.45%-1152.5pp | 372.94%-357.0pp |
| Employer contribution / active EE | $700 | $3,032-76.9% | $2,380-70.6% | $4,751-85.3% |
| Participant deferral / active EE | $2,433 | $4,676-48.0% | $3,985-38.9% | $6,710-63.7% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |