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 | $110,408 | $102,966+7.2% | $90,281+22.3% | $152,861-27.8% |
| Participation rate | 31.6% | 75.9%-44.3pp | 73.3%-41.7pp | 82.4%-50.9pp |
| Annual return | 10.98% | 95.16%-84.2pp | 78.10%-67.1pp | 345.32%-334.3pp |
| Employer contribution / active EE | $839 | $3,139-73.3% | $2,854-70.6% | $4,762-82.4% |
| Participant deferral / active EE | $3,308 | $4,281-22.7% | $3,885-14.8% | $5,850-43.4% |
| Admin fee / account holder | $79 | $6,171-98.7% | $5,351-98.5% | $11,596-99.3% |