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 | $72,425 | $56,199+28.9% | $67,652+7.1% | $59,632+21.5% |
| Participation rate | 34.4% | 71.5%-37.1pp | 75.7%-41.3pp | 68.7%-34.3pp |
| Annual return | 19.22% | 18505.31%-18486.1pp | 6625.04%-6605.8pp | 2041.28%-2022.1pp |
| Employer contribution / active EE | $486 | $1,614-69.9% | $2,266-78.5% | $2,203-77.9% |
| Participant deferral / active EE | $1,999 | $2,844-29.7% | $3,560-43.9% | $3,192-37.4% |
| Admin fee / account holder | $60 | $3,958-98.5% | $4,821-98.8% | $4,297-98.6% |