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 | $139,635 | $107,015+30.5% | $73,545+89.9% | $147,584-5.4% |
| Participation rate | 21.4% | 66.4%-45.0pp | 54.9%-33.5pp | 82.8%-61.4pp |
| Annual return | 16.38% | 38.25%-21.9pp | -15.16%+31.5pp | 578.55%-562.2pp |
| Employer contribution / active EE | $762 | $1,760-56.7% | $1,219-37.5% | $4,876-84.4% |
| Participant deferral / active EE | $3,170 | $2,462+28.8% | $1,806+75.5% | $5,439-41.7% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |