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 | $63,856 | $111,724-42.8% | $93,606-31.8% | $145,922-56.2% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 18.66% | 202.98%-184.3pp | 133.20%-114.5pp | 561.29%-542.6pp |
| Employer contribution / active EE | $755 | $3,090-75.6% | $2,420-68.8% | $4,660-83.8% |
| Participant deferral / active EE | $3,267 | $4,912-33.5% | $4,411-25.9% | $6,688-51.2% |
| Admin fee / account holder | $65 | $10,250-99.4% | $8,285-99.2% | $13,397-99.5% |