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 | $90,281 | $102,604-12.0% | $86,188+4.7% | $139,434-35.3% |
| Participation rate | 44.4% | 74.5%-30.1pp | 69.0%-24.5pp | 80.3%-35.9pp |
| Annual return | 28.84% | 1922.51%-1893.7pp | 1168.45%-1139.6pp | 372.94%-344.1pp |
| Employer contribution / active EE | $882 | $3,032-70.9% | $2,380-62.9% | $4,751-81.4% |
| Participant deferral / active EE | $3,284 | $4,676-29.8% | $3,985-17.6% | $6,710-51.1% |
| Admin fee / account holder | $24 | $8,657-99.7% | $6,852-99.6% | $11,403-99.8% |