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 | $31,230 | $70,606-55.8% | $53,898-42.1% | $142,382-78.1% |
| Participation rate | 20.0% | 63.7%-43.7pp | 55.0%-35.0pp | 80.1%-60.1pp |
| Annual return | 30.70% | 619.81%-589.1pp | 528.60%-497.9pp | 217.08%-186.4pp |
| Employer contribution / active EE | $638 | $1,202-46.9% | $932-31.6% | $4,299-85.2% |
| Participant deferral / active EE | $2,002 | $2,364-15.3% | $1,826+9.6% | $6,507-69.2% |
| Admin fee / account holder | $10 | $2,852-99.6% | $2,491-99.6% | $12,624-99.9% |