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 8-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 | $106,095 | $105,931+0.2% | $81,930+29.5% | $158,922-33.2% |
| Participation rate | 66.7% | 75.6%-8.9pp | 72.0%-5.3pp | 82.0%-15.3pp |
| Annual return | 20.52% | 38.17%-17.7pp | 29.49%-9.0pp | 302.83%-282.3pp |
| Employer contribution / active EE | $677 | $7,800-91.3% | $4,310-84.3% | $4,761-85.8% |
| Participant deferral / active EE | $1,693 | $13,003-87.0% | $7,107-76.2% | $5,982-71.7% |
| Admin fee / account holder | $0 | $8,489-100.0% | $5,158-100.0% | $11,246-100.0% |