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 8-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 | $65,149 | $76,738-15.1% | $56,411+15.5% | $145,922-55.4% |
| Participation rate | 12.5% | 63.2%-50.7pp | 52.5%-40.0pp | 80.3%-67.8pp |
| Annual return | 8.85% | 2994.23%-2985.4pp | 1701.33%-1692.5pp | 561.29%-552.4pp |
| Employer contribution / active EE | $563 | $1,380-59.2% | $1,039-45.8% | $4,660-87.9% |
| Participant deferral / active EE | $3,813 | $2,623+45.4% | $1,952+95.3% | $6,688-43.0% |
| Admin fee / account holder | $269 | $3,334-91.9% | $2,829-90.5% | $13,397-98.0% |