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 | $87,530 | $60,124+45.6% | $90,404-3.2% | $79,858+9.6% |
| Participation rate | 17.0% | 65.0%-48.0pp | 72.7%-55.7pp | 69.6%-52.7pp |
| Annual return | 15.38% | 71.94%-56.6pp | 1293.02%-1277.6pp | 31.71%-16.3pp |
| Employer contribution / active EE | $310 | $2,068-85.0% | $3,262-90.5% | $2,471-87.5% |
| Participant deferral / active EE | $1,783 | $2,938-39.3% | $3,963-55.0% | $3,740-52.3% |
| Admin fee / account holder | $277 | $3,976-93.0% | $5,611-95.1% | $5,306-94.8% |