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 | $84,354 | $105,998-20.4% | $92,233-8.5% | $147,584-42.8% |
| Participation rate | 68.8% | 80.4%-11.7pp | 76.5%-7.7pp | 82.8%-14.1pp |
| Annual return | 12.36% | 50.05%-37.7pp | 176.28%-163.9pp | 578.55%-566.2pp |
| Employer contribution / active EE | $1,252 | $4,333-71.1% | $3,679-66.0% | $4,876-74.3% |
| Participant deferral / active EE | $2,685 | $4,478-40.0% | $3,897-31.1% | $5,439-50.6% |
| Admin fee / account holder | $130 | $6,332-97.9% | $5,194-97.5% | $10,885-98.8% |