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 | $30,106 | $84,696-64.5% | $75,696-60.2% | $167,490-82.0% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.8%-8.2pp | 82.1%-15.4pp |
| Annual return | 15.12% | 199.36%-184.2pp | 104.53%-89.4pp | 478.56%-463.4pp |
| Employer contribution / active EE | $641 | $3,230-80.2% | $2,743-76.6% | $4,837-86.8% |
| Participant deferral / active EE | $1,775 | $4,580-61.3% | $3,821-53.6% | $6,341-72.0% |
| Admin fee / account holder | $0 | $5,355-100.0% | $3,619-100.0% | $12,309-100.0% |