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 7-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 | $70,304 | $102,604-31.5% | $86,188-18.4% | $139,434-49.6% |
| Participation rate | 37.5% | 74.5%-37.0pp | 69.0%-31.5pp | 80.3%-42.8pp |
| Annual return | 20.69% | 1922.51%-1901.8pp | 1168.45%-1147.8pp | 372.94%-352.2pp |
| Employer contribution / active EE | $1,267 | $3,032-58.2% | $2,380-46.8% | $4,751-73.3% |
| Participant deferral / active EE | $5,633 | $4,676+20.5% | $3,985+41.3% | $6,710-16.1% |
| Admin fee / account holder | $40 | $8,657-99.5% | $6,852-99.4% | $11,403-99.6% |