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 | $88,087 | $148,534-40.7% | $135,903-35.2% | $139,434-36.8% |
| Participation rate | 23.5% | 83.9%-60.3pp | 81.9%-58.4pp | 80.3%-56.8pp |
| Annual return | 23.23% | 79.19%-56.0pp | 68.23%-45.0pp | 372.94%-349.7pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,856-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,563 | $8,100-68.4% | $7,758-67.0% | $6,710-61.8% |
| Admin fee / account holder | $270 | $12,400-97.8% | $10,762-97.5% | $11,403-97.6% |