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 | $94,958 | $24,730+284.0% | $66,042+43.8% | $84,808+12.0% |
| Participation rate | 53.6% | 68.1%-14.5pp | 67.5%-13.9pp | 68.3%-14.7pp |
| Annual return | 30.43% | 79.55%-49.1pp | 52.11%-21.7pp | 40.90%-10.5pp |
| Employer contribution / active EE | $1,291 | $857+50.7% | $1,579-18.3% | $2,631-50.9% |
| Participant deferral / active EE | $4,669 | $1,737+168.8% | $2,835+64.7% | $4,212+10.9% |
| Admin fee / account holder | $0 | $3,014-100.0% | $5,747-100.0% | $7,344-100.0% |