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 | $128,393 | $74,888+71.4% | $71,209+80.3% | $142,382-9.8% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.1%-40.1pp |
| Annual return | 14.26% | 345.14%-330.9pp | 282.51%-268.2pp | 217.08%-202.8pp |
| Employer contribution / active EE | $480 | $2,854-83.2% | $2,721-82.4% | $4,299-88.8% |
| Participant deferral / active EE | $4,000 | $4,454-10.2% | $4,175-4.2% | $6,507-38.5% |
| Admin fee / account holder | $60 | $5,568-98.9% | $5,349-98.9% | $12,624-99.5% |