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 | $117,756 | $105,181+12.0% | $159,436-26.1% | $85,850+37.2% |
| Participation rate | 55.6% | 75.8%-20.2pp | 82.8%-27.3pp | 69.3%-13.8pp |
| Annual return | 15.80% | 45.07%-29.3pp | 263.57%-247.8pp | 318.53%-302.7pp |
| Employer contribution / active EE | $917 | $3,318-72.4% | $4,829-81.0% | $2,565-64.2% |
| Participant deferral / active EE | $3,082 | $5,945-48.2% | $7,352-58.1% | $3,952-22.0% |
| Admin fee / account holder | $0 | $6,933-100.0% | $10,799-100.0% | $6,260-100.0% |