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 9-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 | $66,656 | $107,334-37.9% | $92,893-28.2% | $152,861-56.4% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.4%-32.4pp |
| Annual return | 32.48% | 145.58%-113.1pp | 109.41%-76.9pp | 345.32%-312.8pp |
| Employer contribution / active EE | $960 | $4,221-77.3% | $3,653-73.7% | $4,762-79.8% |
| Participant deferral / active EE | $9,138 | $4,845+88.6% | $4,236+115.7% | $5,850+56.2% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |