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 | $62,366 | $30,400+105.1% | $53,898+15.7% | $84,808-26.5% |
| Participation rate | 47.4% | 46.4%+0.9pp | 55.0%-7.6pp | 68.3%-20.9pp |
| Annual return | 15.54% | 500.19%-484.7pp | 528.60%-513.1pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,051 | $603+74.4% | $932+12.8% | $2,631-60.1% |
| Participant deferral / active EE | $1,893 | $1,199+57.9% | $1,826+3.6% | $4,212-55.1% |
| Admin fee / account holder | $289 | $1,993-85.5% | $2,491-88.4% | $7,344-96.1% |