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 | $85,027 | $100,852-15.7% | $90,404-5.9% | $158,922-46.5% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 8.86% | 1724.20%-1715.3pp | 1293.02%-1284.2pp | 302.83%-294.0pp |
| Employer contribution / active EE | $2,288 | $3,689-38.0% | $3,262-29.9% | $4,761-52.0% |
| Participant deferral / active EE | $4,575 | $4,348+5.2% | $3,963+15.4% | $5,982-23.5% |
| Admin fee / account holder | $25 | $6,501-99.6% | $5,611-99.6% | $11,246-99.8% |