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 | $61,929 | $88,751-30.2% | $81,812-24.3% | $145,922-57.6% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.3%-5.7pp | 80.3%-13.6pp |
| Annual return | 10.21% | 1025.40%-1015.2pp | 773.79%-763.6pp | 561.29%-551.1pp |
| Employer contribution / active EE | $840 | $3,083-72.7% | $2,912-71.1% | $4,660-82.0% |
| Participant deferral / active EE | $840 | $4,643-81.9% | $4,319-80.5% | $6,688-87.4% |
| Admin fee / account holder | $46 | $8,415-99.5% | $7,386-99.4% | $13,397-99.7% |