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 9-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 | $61,852 | $83,902-26.3% | $167,512-63.1% | $84,808-27.1% |
| Participation rate | 43.2% | 66.5%-23.3pp | 77.1%-33.9pp | 68.3%-25.1pp |
| Annual return | 14.55% | 91.55%-77.0pp | 1615.79%-1601.2pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,086 | $2,264-52.0% | $3,882-72.0% | $2,631-58.7% |
| Participant deferral / active EE | $2,879 | $4,442-35.2% | $6,405-55.0% | $4,212-31.6% |
| Admin fee / account holder | $262 | $7,915-96.7% | $9,769-97.3% | $7,344-96.4% |