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 | $47,599 | $154,117-69.1% | $129,995-63.4% | $139,434-65.9% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 28.91% | 32.48%-3.6pp | -137.18%+166.1pp | 372.94%-344.0pp |
| Employer contribution / active EE | $2,239 | $5,289-57.7% | $4,320-48.2% | $4,751-52.9% |
| Participant deferral / active EE | $5,320 | $6,710-20.7% | $5,820-8.6% | $6,710-20.7% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |