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 | $26,766 | $76,738-65.1% | $56,411-52.6% | $145,922-81.7% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 12.05% | 2994.23%-2982.2pp | 1701.33%-1689.3pp | 561.29%-549.2pp |
| Employer contribution / active EE | $288 | $1,380-79.1% | $1,039-72.3% | $4,660-93.8% |
| Participant deferral / active EE | $288 | $2,623-89.0% | $1,952-85.3% | $6,688-95.7% |
| Admin fee / account holder | $254 | $3,334-92.4% | $2,829-91.0% | $13,397-98.1% |