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 | $70,062 | $110,809-36.8% | $86,874-19.4% | $167,490-58.2% |
| Participation rate | 26.7% | 75.8%-49.1pp | 71.6%-45.0pp | 82.1%-55.4pp |
| Annual return | 79.89% | 116.98%-37.1pp | 63.52%+16.4pp | 478.56%-398.7pp |
| Employer contribution / active EE | $961 | $3,244-70.4% | $2,495-61.5% | $4,837-80.1% |
| Participant deferral / active EE | $1,927 | $4,546-57.6% | $3,699-47.9% | $6,341-69.6% |
| Admin fee / account holder | $24 | $8,415-99.7% | $5,828-99.6% | $12,309-99.8% |