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 5-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 | $86,854 | $30,400+185.7% | $53,898+61.1% | $84,808+2.4% |
| Participation rate | 18.4% | 46.4%-28.0pp | 55.0%-36.5pp | 68.3%-49.9pp |
| Annual return | 17.39% | 500.19%-482.8pp | 528.60%-511.2pp | 40.90%-23.5pp |
| Employer contribution / active EE | $909 | $603+50.8% | $932-2.5% | $2,631-65.5% |
| Participant deferral / active EE | $2,056 | $1,199+71.5% | $1,826+12.6% | $4,212-51.2% |
| Admin fee / account holder | $299 | $1,993-85.0% | $2,491-88.0% | $7,344-95.9% |