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 5-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 | $121,749 | $100,773+20.8% | $88,946+36.9% | $142,382-14.5% |
| Participation rate | 30.0% | 74.3%-44.3pp | 68.8%-38.8pp | 80.1%-50.1pp |
| Annual return | 18.32% | 70.18%-51.9pp | 57.82%-39.5pp | 217.08%-198.8pp |
| Employer contribution / active EE | $315 | $2,918-89.2% | $2,555-87.7% | $4,299-92.7% |
| Participant deferral / active EE | $3,785 | $5,230-27.6% | $4,581-17.4% | $6,507-41.8% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |