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 | $86,222 | $77,419+11.4% | $69,455+24.1% | $152,861-43.6% |
| Participation rate | 33.3% | 78.1%-44.8pp | 74.6%-41.3pp | 82.4%-49.1pp |
| Annual return | 20.12% | 39.06%-18.9pp | 28.97%-8.8pp | 345.32%-325.2pp |
| Employer contribution / active EE | $625 | $3,315-81.1% | $2,779-77.5% | $4,762-86.9% |
| Participant deferral / active EE | $1,708 | $4,414-61.3% | $3,535-51.7% | $5,850-70.8% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,839-100.0% | $11,596-100.0% |