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 | $26,947 | $104,486-74.2% | $76,817-64.9% | $152,861-82.4% |
| Participation rate | 57.1% | 76.6%-19.4pp | 72.1%-14.9pp | 82.4%-25.3pp |
| Annual return | 30.51% | 1013.37%-982.9pp | 1166.11%-1135.6pp | 345.32%-314.8pp |
| Employer contribution / active EE | $2,314 | $3,116-25.7% | $2,302+0.5% | $4,762-51.4% |
| Participant deferral / active EE | $2,892 | $4,236-31.7% | $3,336-13.3% | $5,850-50.6% |
| Admin fee / account holder | $0 | $12,275-100.0% | $6,420-100.0% | $11,596-100.0% |