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 9-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 | $95,326 | $109,817-13.2% | $98,442-3.2% | $167,490-43.1% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 17.90% | 1956.69%-1938.8pp | 1492.73%-1474.8pp | 478.56%-460.7pp |
| Employer contribution / active EE | $556 | $3,224-82.7% | $2,960-81.2% | $4,837-88.5% |
| Participant deferral / active EE | $4,599 | $4,673-1.6% | $4,276+7.6% | $6,341-27.5% |
| Admin fee / account holder | $53 | $6,753-99.2% | $5,949-99.1% | $12,309-99.6% |