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 | $81,957 | $101,069-18.9% | $81,478+0.6% | $147,584-44.5% |
| Participation rate | 30.0% | 74.5%-44.5pp | 68.0%-38.0pp | 82.8%-52.8pp |
| Annual return | 24.10% | 32.40%-8.3pp | 38.78%-14.7pp | 578.55%-554.4pp |
| Employer contribution / active EE | $537 | $3,205-83.2% | $2,568-79.1% | $4,876-89.0% |
| Participant deferral / active EE | $668 | $4,242-84.3% | $3,537-81.1% | $5,439-87.7% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |