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 5-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 | $53,158 | $70,606-24.7% | $53,898-1.4% | $142,382-62.7% |
| Participation rate | 66.7% | 63.7%+3.0pp | 55.0%+11.7pp | 80.1%-13.5pp |
| Annual return | 9.69% | 619.81%-610.1pp | 528.60%-518.9pp | 217.08%-207.4pp |
| Employer contribution / active EE | $696 | $1,202-42.1% | $932-25.3% | $4,299-83.8% |
| Participant deferral / active EE | $1,119 | $2,364-52.7% | $1,826-38.7% | $6,507-82.8% |
| Admin fee / account holder | $196 | $2,852-93.1% | $2,491-92.1% | $12,624-98.4% |