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 | $84,216 | $203,436-58.6% | $152,466-44.8% | $167,490-49.7% |
| Participation rate | 60.0% | 82.3%-22.3pp | 78.2%-18.2pp | 82.1%-22.1pp |
| Annual return | 15.66% | 13.80%+1.9pp | 757.33%-741.7pp | 478.56%-462.9pp |
| Employer contribution / active EE | $1,956 | $5,220-62.5% | $4,327-54.8% | $4,837-59.6% |
| Participant deferral / active EE | $2,390 | $6,716-64.4% | $5,820-58.9% | $6,341-62.3% |
| Admin fee / account holder | $0 | $22,506-100.0% | $15,805-100.0% | $12,309-100.0% |