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 | $89,364 | $109,817-18.6% | $98,442-9.2% | $167,490-46.6% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 13.45% | 1956.69%-1943.2pp | 1492.73%-1479.3pp | 478.56%-465.1pp |
| Employer contribution / active EE | $2,233 | $3,224-30.7% | $2,960-24.6% | $4,837-53.8% |
| Participant deferral / active EE | $3,120 | $4,673-33.2% | $4,276-27.0% | $6,341-50.8% |
| Admin fee / account holder | $4 | $6,753-99.9% | $5,949-99.9% | $12,309-100.0% |