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 | $79,713 | $53,822+48.1% | $75,696+5.3% | $85,850-7.1% |
| Participation rate | 14.3% | 69.1%-54.8pp | 74.8%-60.6pp | 69.3%-55.0pp |
| Annual return | 25.55% | 24.54%+1.0pp | 104.53%-79.0pp | 318.53%-293.0pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $887 | $2,895-69.4% | $3,821-76.8% | $3,952-77.6% |
| Admin fee / account holder | $0 | $3,343-100.0% | $3,619-100.0% | $6,260-100.0% |