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 | $93,708 | $157,256-40.4% | $141,162-33.6% | $152,861-38.7% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 22.05% | 64.32%-42.3pp | 71.39%-49.3pp | 345.32%-323.3pp |
| Employer contribution / active EE | $1,767 | $5,261-66.4% | $4,735-62.7% | $4,762-62.9% |
| Participant deferral / active EE | $3,790 | $7,109-46.7% | $6,709-43.5% | $5,850-35.2% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |