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 | $101,813 | $74,888+36.0% | $71,209+43.0% | $142,382-28.5% |
| Participation rate | 57.1% | 76.2%-19.1pp | 73.8%-16.6pp | 80.1%-23.0pp |
| Annual return | 15.19% | 345.14%-330.0pp | 282.51%-267.3pp | 217.08%-201.9pp |
| Employer contribution / active EE | $756 | $2,854-73.5% | $2,721-72.2% | $4,299-82.4% |
| Participant deferral / active EE | $1,356 | $4,454-69.6% | $4,175-67.5% | $6,507-79.2% |
| Admin fee / account holder | $63 | $5,568-98.9% | $5,349-98.8% | $12,624-99.5% |