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 | $84,325 | $99,020-14.8% | $86,590-2.6% | $147,584-42.9% |
| Participation rate | 26.7% | 76.3%-49.7pp | 73.5%-46.9pp | 82.8%-56.2pp |
| Annual return | 24.70% | 1312.34%-1287.6pp | 964.84%-940.1pp | 578.55%-553.8pp |
| Employer contribution / active EE | $1,168 | $3,132-62.7% | $2,839-58.9% | $4,876-76.0% |
| Participant deferral / active EE | $2,605 | $3,972-34.4% | $3,609-27.8% | $5,439-52.1% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |