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 | $135,821 | $93,346+45.5% | $71,796+89.2% | $273,961-50.4% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 83.0%-33.0pp |
| Annual return | 10.88% | 130.39%-119.5pp | 78.04%-67.2pp | 41.45%-30.6pp |
| Employer contribution / active EE | $754 | $2,733-72.4% | $1,924-60.8% | $4,869-84.5% |
| Participant deferral / active EE | $8,671 | $3,475+149.5% | $2,794+210.3% | $5,287+64.0% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |