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 | $108,127 | $99,652+8.5% | $78,778+37.3% | $147,584-26.7% |
| Participation rate | 60.0% | 76.2%-16.2pp | 69.2%-9.2pp | 82.8%-22.8pp |
| Annual return | 19.26% | 47.28%-28.0pp | 35.62%-16.4pp | 578.55%-559.3pp |
| Employer contribution / active EE | $713 | $2,796-74.5% | $1,986-64.1% | $4,876-85.4% |
| Participant deferral / active EE | $2,944 | $3,664-19.6% | $2,958-0.5% | $5,439-45.9% |
| Admin fee / account holder | $14 | $7,155-99.8% | $5,134-99.7% | $10,885-99.9% |