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 | $141,685 | $76,738+84.6% | $56,411+151.2% | $145,922-2.9% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 33.86% | 2994.23%-2960.4pp | 1701.33%-1667.5pp | 561.29%-527.4pp |
| Employer contribution / active EE | $644 | $1,380-53.3% | $1,039-38.0% | $4,660-86.2% |
| Participant deferral / active EE | $644 | $2,623-75.5% | $1,952-67.0% | $6,688-90.4% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |