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 | $78,775 | $158,398-50.3% | $126,539-37.7% | $142,382-44.7% |
| Participation rate | 59.1% | 75.8%-16.7pp | 69.8%-10.7pp | 80.1%-21.0pp |
| Annual return | 15.31% | 593.76%-578.4pp | 425.95%-410.6pp | 217.08%-201.8pp |
| Employer contribution / active EE | $1,508 | $4,650-67.6% | $3,674-58.9% | $4,299-64.9% |
| Participant deferral / active EE | $4,734 | $4,767-0.7% | $4,083+16.0% | $6,507-27.3% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |