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 5-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 | $78,652 | $70,606+11.4% | $53,898+45.9% | $142,382-44.8% |
| Participation rate | 20.0% | 63.7%-43.7pp | 55.0%-35.0pp | 80.1%-60.1pp |
| Annual return | 21.61% | 619.81%-598.2pp | 528.60%-507.0pp | 217.08%-195.5pp |
| Employer contribution / active EE | $456 | $1,202-62.0% | $932-51.1% | $4,299-89.4% |
| Participant deferral / active EE | $1,939 | $2,364-18.0% | $1,826+6.2% | $6,507-70.2% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |