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 | $124,692 | $112,096+11.2% | $95,952+30.0% | $158,922-21.5% |
| Participation rate | 64.3% | 79.0%-14.7pp | 77.1%-12.8pp | 82.0%-17.7pp |
| Annual return | 11.53% | 171.09%-159.6pp | 91.61%-80.1pp | 302.83%-291.3pp |
| Employer contribution / active EE | $982 | $3,198-69.3% | $2,541-61.3% | $4,761-79.4% |
| Participant deferral / active EE | $1,646 | $4,784-65.6% | $4,167-60.5% | $5,982-72.5% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |