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 | $40,824 | $100,852-59.5% | $90,404-54.8% | $158,922-74.3% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.7%-15.5pp | 82.0%-24.8pp |
| Annual return | 20.05% | 1724.20%-1704.2pp | 1293.02%-1273.0pp | 302.83%-282.8pp |
| Employer contribution / active EE | $1,481 | $3,689-59.9% | $3,262-54.6% | $4,761-68.9% |
| Participant deferral / active EE | $1,766 | $4,348-59.4% | $3,963-55.4% | $5,982-70.5% |
| Admin fee / account holder | $98 | $6,501-98.5% | $5,611-98.3% | $11,246-99.1% |