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 | $68,070 | $185,200-63.2% | $142,863-52.4% | $167,490-59.4% |
| Participation rate | 20.0% | 78.4%-58.4pp | 71.9%-51.9pp | 82.1%-62.1pp |
| Annual return | 15.52% | 8555.70%-8540.2pp | 5637.54%-5622.0pp | 478.56%-463.0pp |
| Employer contribution / active EE | $513 | $5,604-90.8% | $4,144-87.6% | $4,837-89.4% |
| Participant deferral / active EE | $1,606 | $4,494-64.3% | $3,837-58.1% | $6,341-74.7% |
| Admin fee / account holder | $76 | $8,031-99.1% | $6,560-98.8% | $12,309-99.4% |