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 | $65,829 | $100,852-34.7% | $90,404-27.2% | $158,922-58.6% |
| Participation rate | 58.3% | 75.0%-16.7pp | 72.7%-14.3pp | 82.0%-23.6pp |
| Annual return | 43.62% | 1724.20%-1680.6pp | 1293.02%-1249.4pp | 302.83%-259.2pp |
| Employer contribution / active EE | $609 | $3,689-83.5% | $3,262-81.3% | $4,761-87.2% |
| Participant deferral / active EE | $1,518 | $4,348-65.1% | $3,963-61.7% | $5,982-74.6% |
| Admin fee / account holder | $8 | $6,501-99.9% | $5,611-99.9% | $11,246-99.9% |