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 | $85,492 | $102,317-16.4% | $146,958-41.8% | $80,856+5.7% |
| Participation rate | 53.6% | 75.8%-22.3pp | 82.2%-28.6pp | 67.6%-14.1pp |
| Annual return | 16.41% | 134.76%-118.3pp | 418.34%-401.9pp | 35.59%-19.2pp |
| Employer contribution / active EE | $1,464 | $3,713-60.6% | $4,933-70.3% | $2,755-46.9% |
| Participant deferral / active EE | $2,832 | $6,644-57.4% | $8,070-64.9% | $4,296-34.1% |
| Admin fee / account holder | $6 | $7,941-99.9% | $12,998-100.0% | $6,918-99.9% |