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 | $70,404 | $105,998-33.6% | $92,233-23.7% | $147,584-52.3% |
| Participation rate | 36.4% | 80.4%-44.0pp | 76.5%-40.1pp | 82.8%-46.5pp |
| Annual return | 11.57% | 50.05%-38.5pp | 176.28%-164.7pp | 578.55%-567.0pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,679-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,026 | $4,478+12.2% | $3,897+29.0% | $5,439-7.6% |
| Admin fee / account holder | $152 | $6,332-97.6% | $5,194-97.1% | $10,885-98.6% |