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 | $73,258 | $105,998-30.9% | $92,233-20.6% | $147,584-50.4% |
| Participation rate | 30.0% | 80.4%-50.4pp | 76.5%-46.5pp | 82.8%-52.8pp |
| Annual return | 21.42% | 50.05%-28.6pp | 176.28%-154.9pp | 578.55%-557.1pp |
| Employer contribution / active EE | $1,412 | $4,333-67.4% | $3,679-61.6% | $4,876-71.0% |
| Participant deferral / active EE | $6,600 | $4,478+47.4% | $3,897+69.4% | $5,439+21.4% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |