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 4-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 | $83,171 | $90,348-7.9% | $75,972+9.5% | $145,922-43.0% |
| Participation rate | 16.7% | 74.5%-57.8pp | 69.1%-52.4pp | 80.3%-63.6pp |
| Annual return | 15.90% | 620.88%-605.0pp | 359.55%-343.6pp | 561.29%-545.4pp |
| Employer contribution / active EE | $726 | $3,311-78.1% | $2,685-73.0% | $4,660-84.4% |
| Participant deferral / active EE | $3,146 | $5,162-39.1% | $4,255-26.1% | $6,688-53.0% |
| Admin fee / account holder | $0 | $8,467-100.0% | $6,467-100.0% | $13,397-100.0% |