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 | $41,986 | $102,966-59.2% | $90,281-53.5% | $152,861-72.5% |
| Participation rate | 61.1% | 75.9%-14.8pp | 73.3%-12.2pp | 82.4%-21.3pp |
| Annual return | 20.86% | 95.16%-74.3pp | 78.10%-57.2pp | 345.32%-324.5pp |
| Employer contribution / active EE | $1,717 | $3,139-45.3% | $2,854-39.8% | $4,762-63.9% |
| Participant deferral / active EE | $5,398 | $4,281+26.1% | $3,885+38.9% | $5,850-7.7% |
| Admin fee / account holder | $257 | $6,171-95.8% | $5,351-95.2% | $11,596-97.8% |