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 | $57,382 | $102,966-44.3% | $90,281-36.4% | $152,861-62.5% |
| Participation rate | 68.8% | 75.9%-7.1pp | 73.3%-4.5pp | 82.4%-13.7pp |
| Annual return | 23.26% | 95.16%-71.9pp | 78.10%-54.8pp | 345.32%-322.1pp |
| Employer contribution / active EE | $961 | $3,139-69.4% | $2,854-66.3% | $4,762-79.8% |
| Participant deferral / active EE | $6,210 | $4,281+45.0% | $3,885+59.8% | $5,850+6.1% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |