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 | $23,713 | $70,606-66.4% | $53,898-56.0% | $142,382-83.3% |
| Participation rate | 66.7% | 63.7%+3.0pp | 55.0%+11.7pp | 80.1%-13.5pp |
| Annual return | 13.92% | 619.81%-605.9pp | 528.60%-514.7pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,638 | $1,202+36.2% | $932+75.7% | $4,299-61.9% |
| Participant deferral / active EE | $3,728 | $2,364+57.7% | $1,826+104.2% | $6,507-42.7% |
| Admin fee / account holder | $241 | $2,852-91.6% | $2,491-90.3% | $12,624-98.1% |