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 | $83,346 | $99,652-16.4% | $78,778+5.8% | $147,584-43.5% |
| Participation rate | 40.0% | 76.2%-36.2pp | 69.2%-29.2pp | 82.8%-42.8pp |
| Annual return | 7.60% | 47.28%-39.7pp | 35.62%-28.0pp | 578.55%-571.0pp |
| Employer contribution / active EE | $635 | $2,796-77.3% | $1,986-68.0% | $4,876-87.0% |
| Participant deferral / active EE | $7,200 | $3,664+96.5% | $2,958+143.4% | $5,439+32.4% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |