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 | $68,768 | $111,724-38.4% | $93,606-26.5% | $145,922-52.9% |
| Participation rate | 27.8% | 74.2%-46.4pp | 68.7%-40.9pp | 80.3%-52.5pp |
| Annual return | 11.98% | 202.98%-191.0pp | 133.20%-121.2pp | 561.29%-549.3pp |
| Employer contribution / active EE | $672 | $3,090-78.3% | $2,420-72.2% | $4,660-85.6% |
| Participant deferral / active EE | $2,165 | $4,912-55.9% | $4,411-50.9% | $6,688-67.6% |
| Admin fee / account holder | $254 | $10,250-97.5% | $8,285-96.9% | $13,397-98.1% |