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 | $104,775 | $107,015-2.1% | $73,545+42.5% | $147,584-29.0% |
| Participation rate | 18.8% | 66.4%-47.6pp | 54.9%-36.2pp | 82.8%-64.1pp |
| Annual return | 16.46% | 38.25%-21.8pp | -15.16%+31.6pp | 578.55%-562.1pp |
| Employer contribution / active EE | $520 | $1,760-70.5% | $1,219-57.4% | $4,876-89.3% |
| Participant deferral / active EE | $713 | $2,462-71.0% | $1,806-60.5% | $5,439-86.9% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |