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 | $127,788 | $217,402-41.2% | $185,823-31.2% | $167,490-23.7% |
| Participation rate | 66.7% | 86.0%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 13.42% | 148.36%-134.9pp | 122.05%-108.6pp | 478.56%-465.1pp |
| Employer contribution / active EE | $3,149 | $5,873-46.4% | $5,167-39.1% | $4,837-34.9% |
| Participant deferral / active EE | $9,891 | $6,356+55.6% | $5,568+77.6% | $6,341+56.0% |
| Admin fee / account holder | $43 | $19,811-99.8% | $16,237-99.7% | $12,309-99.7% |