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 | $84,022 | $109,982-23.6% | $97,226-13.6% | $145,922-42.4% |
| Participation rate | 33.3% | 75.9%-42.6pp | 72.7%-39.4pp | 80.3%-46.9pp |
| Annual return | 9.03% | 242.90%-233.9pp | 75.13%-66.1pp | 561.29%-552.3pp |
| Employer contribution / active EE | $856 | $3,084-72.2% | $2,729-68.6% | $4,660-81.6% |
| Participant deferral / active EE | $3,883 | $4,676-16.9% | $4,264-8.9% | $6,688-41.9% |
| Admin fee / account holder | $0 | $6,221-100.0% | $5,654-100.0% | $13,397-100.0% |