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 6-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 | $128,771 | $99,918+28.9% | $81,382+58.2% | $145,922-11.8% |
| Participation rate | 33.3% | 74.2%-40.8pp | 69.5%-36.2pp | 80.3%-46.9pp |
| Annual return | 10.96% | 34.32%-23.4pp | 24.73%-13.8pp | 561.29%-550.3pp |
| Employer contribution / active EE | $868 | $2,978-70.9% | $2,463-64.8% | $4,660-81.4% |
| Participant deferral / active EE | $7,633 | $4,605+65.8% | $3,883+96.6% | $6,688+14.1% |
| Admin fee / account holder | $0 | $8,212-100.0% | $5,768-100.0% | $13,397-100.0% |