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 | $60,027 | $81,625-26.5% | $58,482+2.6% | $139,434-56.9% |
| Participation rate | 12.5% | 61.3%-48.8pp | 50.9%-38.4pp | 80.3%-67.8pp |
| Annual return | 22.69% | 7404.20%-7381.5pp | 4239.32%-4216.6pp | 372.94%-350.3pp |
| Employer contribution / active EE | $261 | $1,398-81.3% | $1,053-75.2% | $4,751-94.5% |
| Participant deferral / active EE | $2,745 | $2,557+7.4% | $1,924+42.7% | $6,710-59.1% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |