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 8-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 | $14,834 | $85,202-82.6% | $172,739-91.4% | $72,985-79.7% |
| Participation rate | 60.0% | 70.1%-10.1pp | 82.6%-22.6pp | 69.5%-9.5pp |
| Annual return | 393.22% | 27.32%+365.9pp | 802.84%-409.6pp | 81.00%+312.2pp |
| Employer contribution / active EE | $1,061 | $3,324-68.1% | $5,143-79.4% | $2,440-56.5% |
| Participant deferral / active EE | $2,055 | $3,260-37.0% | $5,198-60.5% | $3,607-43.0% |
| Admin fee / account holder | $149 | $5,884-97.5% | $13,954-98.9% | $5,124-97.1% |