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 | $93,510 | $226,064-58.6% | $182,532-48.8% | $152,861-38.8% |
| Participation rate | 17.6% | 82.5%-64.8pp | 78.0%-60.3pp | 82.4%-64.8pp |
| Annual return | 28.02% | 192.51%-164.5pp | 148.54%-120.5pp | 345.32%-317.3pp |
| Employer contribution / active EE | $643 | $4,978-87.1% | $4,076-84.2% | $4,762-86.5% |
| Participant deferral / active EE | $1,757 | $6,368-72.4% | $5,524-68.2% | $5,850-70.0% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |