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 | $74,313 | $109,817-32.3% | $98,442-24.5% | $167,490-55.6% |
| Participation rate | 60.0% | 75.8%-15.8pp | 73.3%-13.3pp | 82.1%-22.1pp |
| Annual return | 14.15% | 1956.69%-1942.5pp | 1492.73%-1478.6pp | 478.56%-464.4pp |
| Employer contribution / active EE | $1,944 | $3,224-39.7% | $2,960-34.3% | $4,837-59.8% |
| Participant deferral / active EE | $3,555 | $4,673-23.9% | $4,276-16.9% | $6,341-43.9% |
| Admin fee / account holder | $12 | $6,753-99.8% | $5,949-99.8% | $12,309-99.9% |