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 | $41,784 | $105,998-60.6% | $92,233-54.7% | $147,584-71.7% |
| Participation rate | 57.9% | 80.4%-22.5pp | 76.5%-18.6pp | 82.8%-24.9pp |
| Annual return | 19.58% | 50.05%-30.5pp | 176.28%-156.7pp | 578.55%-559.0pp |
| Employer contribution / active EE | $2,108 | $4,333-51.3% | $3,679-42.7% | $4,876-56.8% |
| Participant deferral / active EE | $6,550 | $4,478+46.3% | $3,897+68.1% | $5,439+20.4% |
| Admin fee / account holder | $189 | $6,332-97.0% | $5,194-96.4% | $10,885-98.3% |