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 | $151,880 | $103,949+46.1% | $69,182+119.5% | $273,961-44.6% |
| Participation rate | 50.0% | 67.4%-17.4pp | 55.1%-5.1pp | 83.0%-33.0pp |
| Annual return | 16.40% | 35.28%-18.9pp | -21.93%+38.3pp | 41.45%-25.0pp |
| Employer contribution / active EE | $599 | $1,783-66.4% | $1,206-50.4% | $4,869-87.7% |
| Participant deferral / active EE | $8,000 | $2,716+194.5% | $1,897+321.7% | $5,287+51.3% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |