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 | $53,111 | $70,756-24.9% | $65,493-18.9% | $142,382-62.7% |
| Participation rate | 60.0% | 77.4%-17.4pp | 73.1%-13.1pp | 80.1%-20.1pp |
| Annual return | 17.90% | 1754.89%-1737.0pp | 982.45%-964.5pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,051 | $2,881-63.5% | $2,574-59.2% | $4,299-75.6% |
| Participant deferral / active EE | $1,051 | $4,637-77.3% | $3,961-73.5% | $6,507-83.9% |
| Admin fee / account holder | $0 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |