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 | $41,911 | $100,852-58.4% | $90,404-53.6% | $158,922-73.6% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 25.84% | 1724.20%-1698.4pp | 1293.02%-1267.2pp | 302.83%-277.0pp |
| Employer contribution / active EE | $825 | $3,689-77.6% | $3,262-74.7% | $4,761-82.7% |
| Participant deferral / active EE | $825 | $4,348-81.0% | $3,963-79.2% | $5,982-86.2% |
| Admin fee / account holder | $151 | $6,501-97.7% | $5,611-97.3% | $11,246-98.7% |