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 | $47,376 | $202,318-76.6% | $172,739-72.6% | $152,861-69.0% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.4%-15.8pp |
| Annual return | 23.14% | 1029.65%-1006.5pp | 802.84%-779.7pp | 345.32%-322.2pp |
| Employer contribution / active EE | $1,773 | $5,856-69.7% | $5,143-65.5% | $4,762-62.8% |
| Participant deferral / active EE | $3,714 | $5,948-37.6% | $5,198-28.5% | $5,850-36.5% |
| Admin fee / account holder | $225 | $17,109-98.7% | $13,954-98.4% | $11,596-98.1% |