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 5-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 | $96,019 | $30,400+215.9% | $53,898+78.2% | $84,808+13.2% |
| Participation rate | 9.6% | 46.4%-36.9pp | 55.0%-45.4pp | 68.3%-58.7pp |
| Annual return | 16.13% | 500.19%-484.1pp | 528.60%-512.5pp | 40.90%-24.8pp |
| Employer contribution / active EE | $515 | $603-14.6% | $932-44.7% | $2,631-80.4% |
| Participant deferral / active EE | $1,480 | $1,199+23.5% | $1,826-19.0% | $4,212-64.9% |
| Admin fee / account holder | $109 | $1,993-94.5% | $2,491-95.6% | $7,344-98.5% |