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 | $62,047 | $116,175-46.6% | $93,606-33.7% | $152,861-59.4% |
| Participation rate | 55.6% | 78.0%-22.5pp | 75.8%-20.3pp | 82.4%-26.9pp |
| Annual return | 20.12% | 35.96%-15.8pp | 32.76%-12.6pp | 345.32%-325.2pp |
| Employer contribution / active EE | $587 | $3,218-81.8% | $2,718-78.4% | $4,762-87.7% |
| Participant deferral / active EE | $7,654 | $4,603+66.3% | $4,069+88.1% | $5,850+30.8% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |