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 | $26,244 | $150,440-82.6% | $136,294-80.7% | $147,584-82.2% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 34.59% | 1049.08%-1014.5pp | 5155.94%-5121.4pp | 578.55%-544.0pp |
| Employer contribution / active EE | $1,104 | $5,256-79.0% | $4,695-76.5% | $4,876-77.4% |
| Participant deferral / active EE | $6,444 | $6,630-2.8% | $6,247+3.2% | $5,439+18.5% |
| Admin fee / account holder | $284 | $10,905-97.4% | $9,243-96.9% | $10,885-97.4% |