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 | $135,209 | $158,817-14.9% | $121,196+11.6% | $135,375-0.1% |
| Participation rate | 33.3% | 79.3%-46.0pp | 71.7%-38.4pp | 82.6%-49.3pp |
| Annual return | 8.79% | -0.64%+9.4pp | 16.93%-8.1pp | 519.73%-510.9pp |
| Employer contribution / active EE | $896 | $5,665-84.2% | $4,022-77.7% | $4,779-81.2% |
| Participant deferral / active EE | $5,433 | $4,005+35.6% | $3,344+62.4% | $5,609-3.1% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |