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 | $92,676 | $108,172-14.3% | $77,482+19.6% | $158,922-41.7% |
| Participation rate | 41.7% | 64.4%-22.8pp | 54.2%-12.5pp | 82.0%-40.3pp |
| Annual return | 32.24% | 31.67%+0.6pp | 54.79%-22.5pp | 302.83%-270.6pp |
| Employer contribution / active EE | $392 | $1,325-70.4% | $986-60.3% | $4,761-91.8% |
| Participant deferral / active EE | $552 | $2,456-77.5% | $1,861-70.3% | $5,982-90.8% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |