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 | $88,937 | $70,756+25.7% | $65,493+35.8% | $142,382-37.5% |
| Participation rate | 31.6% | 77.4%-45.8pp | 73.1%-41.5pp | 80.1%-48.5pp |
| Annual return | 11.83% | 1754.89%-1743.1pp | 982.45%-970.6pp | 217.08%-205.2pp |
| Employer contribution / active EE | $652 | $2,881-77.4% | $2,574-74.7% | $4,299-84.8% |
| Participant deferral / active EE | $3,244 | $4,637-30.0% | $3,961-18.1% | $6,507-50.1% |
| Admin fee / account holder | $39 | $6,559-99.4% | $5,028-99.2% | $12,624-99.7% |