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 | $58,022 | $118,680-51.1% | $98,907-41.3% | $158,922-63.5% |
| Participation rate | 65.2% | 77.8%-12.6pp | 76.0%-10.8pp | 82.0%-16.7pp |
| Annual return | 21.33% | 372.35%-351.0pp | 196.43%-175.1pp | 302.83%-281.5pp |
| Employer contribution / active EE | $643 | $3,333-80.7% | $2,689-76.1% | $4,761-86.5% |
| Participant deferral / active EE | $3,877 | $5,088-23.8% | $4,244-8.7% | $5,982-35.2% |
| Admin fee / account holder | $1 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |