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 6-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 | $81,614 | $70,606+15.6% | $53,898+51.4% | $142,382-42.7% |
| Participation rate | 50.0% | 63.7%-13.7pp | 55.0%-5.0pp | 80.1%-30.1pp |
| Annual return | 22.32% | 619.81%-597.5pp | 528.60%-506.3pp | 217.08%-194.8pp |
| Employer contribution / active EE | $1,524 | $1,202+26.8% | $932+63.5% | $4,299-64.6% |
| Participant deferral / active EE | $5,490 | $2,364+132.2% | $1,826+200.6% | $6,507-15.6% |
| Admin fee / account holder | $292 | $2,852-89.8% | $2,491-88.3% | $12,624-97.7% |