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 | $47,861 | $96,305-50.3% | $80,569-40.6% | $139,434-65.7% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 16.11% | 1350.08%-1334.0pp | 935.43%-919.3pp | 372.94%-356.8pp |
| Employer contribution / active EE | $632 | $3,262-80.6% | $2,723-76.8% | $4,751-86.7% |
| Participant deferral / active EE | $1,327 | $5,232-74.6% | $4,447-70.2% | $6,710-80.2% |
| Admin fee / account holder | $136 | $6,599-97.9% | $5,377-97.5% | $11,403-98.8% |