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 6-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 | $45,023 | $110,502-59.3% | $80,716-44.2% | $167,490-73.1% |
| Participation rate | 12.5% | 64.0%-51.5pp | 54.2%-41.7pp | 82.1%-69.6pp |
| Annual return | 204.64% | 120.54%+84.1pp | 87.28%+117.4pp | 478.56%-273.9pp |
| Employer contribution / active EE | $357 | $1,543-76.8% | $1,160-69.2% | $4,837-92.6% |
| Participant deferral / active EE | $893 | $2,871-68.9% | $2,146-58.4% | $6,341-85.9% |
| Admin fee / account holder | $126 | $4,545-97.2% | $3,380-96.3% | $12,309-99.0% |