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 | $131,571 | $100,773+30.6% | $88,946+47.9% | $142,382-7.6% |
| Participation rate | 23.5% | 74.3%-50.8pp | 68.8%-45.3pp | 80.1%-56.6pp |
| Annual return | 12.84% | 70.18%-57.3pp | 57.82%-45.0pp | 217.08%-204.2pp |
| Employer contribution / active EE | $710 | $2,918-75.7% | $2,555-72.2% | $4,299-83.5% |
| Participant deferral / active EE | $3,297 | $5,230-37.0% | $4,581-28.0% | $6,507-49.3% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |