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 7-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 | $203,393 | $105,931+92.0% | $81,930+148.3% | $158,922+28.0% |
| Participation rate | 40.0% | 75.6%-35.6pp | 72.0%-32.0pp | 82.0%-42.0pp |
| Annual return | 23.59% | 38.17%-14.6pp | 29.49%-5.9pp | 302.83%-279.2pp |
| Employer contribution / active EE | $1,004 | $7,800-87.1% | $4,310-76.7% | $4,761-78.9% |
| Participant deferral / active EE | $6,100 | $13,003-53.1% | $7,107-14.2% | $5,982+2.0% |
| Admin fee / account holder | $0 | $8,489-100.0% | $5,158-100.0% | $11,246-100.0% |