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 | $162,208 | $118,849+36.5% | $96,562+68.0% | $167,490-3.2% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.8%-19.8pp | 82.1%-32.1pp |
| Annual return | 12.21% | 50.49%-38.3pp | 37.78%-25.6pp | 478.56%-466.4pp |
| Employer contribution / active EE | $814 | $3,120-73.9% | $2,356-65.4% | $4,837-83.2% |
| Participant deferral / active EE | $2,021 | $4,616-56.2% | $3,849-47.5% | $6,341-68.1% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |