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 | $52,636 | $100,852-47.8% | $90,404-41.8% | $158,922-66.9% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 16.97% | 1724.20%-1707.2pp | 1293.02%-1276.0pp | 302.83%-285.9pp |
| Employer contribution / active EE | $499 | $3,689-86.5% | $3,262-84.7% | $4,761-89.5% |
| Participant deferral / active EE | $1,614 | $4,348-62.9% | $3,963-59.3% | $5,982-73.0% |
| Admin fee / account holder | $135 | $6,501-97.9% | $5,611-97.6% | $11,246-98.8% |