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 | $71,989 | $82,630-12.9% | $64,105+12.3% | $125,391-42.6% |
| Participation rate | 37.5% | 75.9%-38.4pp | 68.2%-30.7pp | 83.2%-45.7pp |
| Annual return | 1.11% | 1489.72%-1488.6pp | 791.24%-790.1pp | 282.22%-281.1pp |
| Employer contribution / active EE | $1,151 | $2,671-56.9% | $1,820-36.7% | $4,866-76.3% |
| Participant deferral / active EE | $6,007 | $3,608+66.5% | $2,822+112.9% | $5,352+12.2% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,540-100.0% |