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 | $96,910 | $84,696+14.4% | $75,696+28.0% | $167,490-42.1% |
| Participation rate | 40.0% | 77.8%-37.8pp | 74.8%-34.8pp | 82.1%-42.1pp |
| Annual return | 15.72% | 199.36%-183.6pp | 104.53%-88.8pp | 478.56%-462.8pp |
| Employer contribution / active EE | $746 | $3,230-76.9% | $2,743-72.8% | $4,837-84.6% |
| Participant deferral / active EE | $5,936 | $4,580+29.6% | $3,821+55.3% | $6,341-6.4% |
| Admin fee / account holder | $40 | $5,355-99.3% | $3,619-98.9% | $12,309-99.7% |