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 9-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 | $135,931 | $109,327+24.3% | $89,391+52.1% | $158,922-14.5% |
| Participation rate | 25.0% | 74.3%-49.3pp | 68.0%-43.0pp | 82.0%-57.0pp |
| Annual return | 13.98% | 345.68%-331.7pp | 245.62%-231.6pp | 302.83%-288.8pp |
| Employer contribution / active EE | $293 | $3,170-90.8% | $2,586-88.7% | $4,761-93.9% |
| Participant deferral / active EE | $6,500 | $4,598+41.4% | $3,890+67.1% | $5,982+8.7% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |