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 | $103,392 | $70,606+46.4% | $53,898+91.8% | $142,382-27.4% |
| Participation rate | 35.0% | 63.7%-28.7pp | 55.0%-20.0pp | 80.1%-45.1pp |
| Annual return | 17.68% | 619.81%-602.1pp | 528.60%-510.9pp | 217.08%-199.4pp |
| Employer contribution / active EE | $484 | $1,202-59.7% | $932-48.1% | $4,299-88.7% |
| Participant deferral / active EE | $2,241 | $2,364-5.2% | $1,826+22.7% | $6,507-65.6% |
| Admin fee / account holder | $3 | $2,852-99.9% | $2,491-99.9% | $12,624-100.0% |