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 | $86,394 | $58,927+46.6% | $76,817+12.5% | $72,985+18.4% |
| Participation rate | 34.5% | 67.3%-32.9pp | 72.1%-37.6pp | 69.5%-35.0pp |
| Annual return | 19.11% | 2305.64%-2286.5pp | 1166.11%-1147.0pp | 81.00%-61.9pp |
| Employer contribution / active EE | $1,136 | $1,787-36.4% | $2,302-50.6% | $2,440-53.4% |
| Participant deferral / active EE | $3,243 | $2,690+20.5% | $3,336-2.8% | $3,607-10.1% |
| Admin fee / account holder | $219 | $4,013-94.5% | $6,420-96.6% | $5,124-95.7% |