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 | $40,506 | $95,561-57.6% | $77,163-47.5% | $139,434-70.9% |
| Participation rate | 58.8% | 73.9%-15.1pp | 69.6%-10.7pp | 80.3%-21.5pp |
| Annual return | 19.66% | 54.92%-35.3pp | 37.87%-18.2pp | 372.94%-353.3pp |
| Employer contribution / active EE | $15,941 | $3,147+406.5% | $2,535+528.9% | $4,751+235.5% |
| Participant deferral / active EE | $0 | $4,624-100.0% | $3,833-100.0% | $6,710-100.0% |
| Admin fee / account holder | $3 | $8,295-100.0% | $5,472-100.0% | $11,403-100.0% |