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 | $89,850 | $30,400+195.6% | $53,898+66.7% | $84,808+5.9% |
| Participation rate | 31.3% | 46.4%-15.2pp | 55.0%-23.7pp | 68.3%-37.1pp |
| Annual return | 20.34% | 500.19%-479.8pp | 528.60%-508.3pp | 40.90%-20.6pp |
| Employer contribution / active EE | $614 | $603+1.9% | $932-34.1% | $2,631-76.7% |
| Participant deferral / active EE | $880 | $1,199-26.6% | $1,826-51.8% | $4,212-79.1% |
| Admin fee / account holder | $24 | $1,993-98.8% | $2,491-99.1% | $7,344-99.7% |