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 | $91,329 | $109,817-16.8% | $98,442-7.2% | $167,490-45.5% |
| Participation rate | 60.0% | 75.8%-15.8pp | 73.3%-13.3pp | 82.1%-22.1pp |
| Annual return | 13.26% | 1956.69%-1943.4pp | 1492.73%-1479.5pp | 478.56%-465.3pp |
| Employer contribution / active EE | $440 | $3,224-86.3% | $2,960-85.1% | $4,837-90.9% |
| Participant deferral / active EE | $2,674 | $4,673-42.8% | $4,276-37.5% | $6,341-57.8% |
| Admin fee / account holder | $258 | $6,753-96.2% | $5,949-95.7% | $12,309-97.9% |