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 10-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 | $77,191 | $99,652-22.5% | $78,778-2.0% | $147,584-47.7% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.2%-19.2pp | 82.8%-32.8pp |
| Annual return | 18.58% | 47.28%-28.7pp | 35.62%-17.0pp | 578.55%-560.0pp |
| Employer contribution / active EE | $894 | $2,796-68.0% | $1,986-55.0% | $4,876-81.7% |
| Participant deferral / active EE | $2,626 | $3,664-28.3% | $2,958-11.2% | $5,439-51.7% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |