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 | $117,323 | $158,398-25.9% | $126,539-7.3% | $142,382-17.6% |
| Participation rate | 30.0% | 75.8%-45.8pp | 69.8%-39.8pp | 80.1%-50.1pp |
| Annual return | 18.84% | 593.76%-574.9pp | 425.95%-407.1pp | 217.08%-198.2pp |
| Employer contribution / active EE | $747 | $4,650-83.9% | $3,674-79.7% | $4,299-82.6% |
| Participant deferral / active EE | $2,923 | $4,767-38.7% | $4,083-28.4% | $6,507-55.1% |
| Admin fee / account holder | $188 | $6,918-97.3% | $6,065-96.9% | $12,624-98.5% |