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 8-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 | $97,172 | $112,881-13.9% | $90,951+6.8% | $158,922-38.9% |
| Participation rate | 55.6% | 74.7%-19.2pp | 69.0%-13.5pp | 82.0%-26.4pp |
| Annual return | 35.11% | 215.79%-180.7pp | 134.60%-99.5pp | 302.83%-267.7pp |
| Employer contribution / active EE | $940 | $2,893-67.5% | $2,122-55.7% | $4,761-80.3% |
| Participant deferral / active EE | $1,283 | $4,128-68.9% | $3,373-62.0% | $5,982-78.6% |
| Admin fee / account holder | $25 | $8,041-99.7% | $5,959-99.6% | $11,246-99.8% |