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 | $61,301 | $105,998-42.2% | $92,233-33.5% | $147,584-58.5% |
| Participation rate | 29.2% | 80.4%-51.2pp | 76.5%-47.3pp | 82.8%-53.7pp |
| Annual return | 23.04% | 50.05%-27.0pp | 176.28%-153.2pp | 578.55%-555.5pp |
| Employer contribution / active EE | $833 | $4,333-80.8% | $3,679-77.4% | $4,876-82.9% |
| Participant deferral / active EE | $2,301 | $4,478-48.6% | $3,897-41.0% | $5,439-57.7% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |