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 9-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 | $139,700 | $104,974+33.1% | $95,585+46.2% | $142,382-1.9% |
| Participation rate | 33.3% | 75.0%-41.6pp | 72.1%-38.7pp | 80.1%-46.8pp |
| Annual return | 12.16% | 210.33%-198.2pp | 38.56%-26.4pp | 217.08%-204.9pp |
| Employer contribution / active EE | $439 | $2,779-84.2% | $2,527-82.6% | $4,299-89.8% |
| Participant deferral / active EE | $867 | $4,352-80.1% | $4,023-78.5% | $6,507-86.7% |
| Admin fee / account holder | $130 | $6,386-98.0% | $6,127-97.9% | $12,624-99.0% |