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 | $58,109 | $176,662-67.1% | $130,648-55.5% | $152,861-62.0% |
| Participation rate | 44.4% | 79.0%-34.5pp | 71.7%-27.3pp | 82.4%-38.0pp |
| Annual return | 32.60% | 2692.24%-2659.6pp | 1708.96%-1676.4pp | 345.32%-312.7pp |
| Employer contribution / active EE | $648 | $5,742-88.7% | $4,092-84.2% | $4,762-86.4% |
| Participant deferral / active EE | $1,429 | $4,361-67.2% | $3,603-60.3% | $5,850-75.6% |
| Admin fee / account holder | $0 | $7,133-100.0% | $5,464-100.0% | $11,596-100.0% |