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 | $107,990 | $88,751+21.7% | $81,812+32.0% | $145,922-26.0% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | 15.52% | 1025.40%-1009.9pp | 773.79%-758.3pp | 561.29%-545.8pp |
| Employer contribution / active EE | $16,517 | $3,083+435.7% | $2,912+467.1% | $4,660+254.5% |
| Participant deferral / active EE | $5,380 | $4,643+15.9% | $4,319+24.6% | $6,688-19.6% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |