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 | $77,118 | $102,966-25.1% | $90,281-14.6% | $152,861-49.6% |
| Participation rate | 23.1% | 75.9%-52.8pp | 73.3%-50.2pp | 82.4%-59.4pp |
| Annual return | 15.82% | 95.16%-79.3pp | 78.10%-62.3pp | 345.32%-329.5pp |
| Employer contribution / active EE | $730 | $3,139-76.7% | $2,854-74.4% | $4,762-84.7% |
| Participant deferral / active EE | $1,923 | $4,281-55.1% | $3,885-50.5% | $5,850-67.1% |
| Admin fee / account holder | $1 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |