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 | $137,575 | $121,625+13.1% | $104,607+31.5% | $158,922-13.4% |
| Participation rate | 33.3% | 77.5%-44.2pp | 74.1%-40.7pp | 82.0%-48.6pp |
| Annual return | 13.89% | 465.26%-451.4pp | 340.46%-326.6pp | 302.83%-288.9pp |
| Employer contribution / active EE | $595 | $3,163-81.2% | $2,681-77.8% | $4,761-87.5% |
| Participant deferral / active EE | $1,425 | $4,177-65.9% | $3,740-61.9% | $5,982-76.2% |
| Admin fee / account holder | $0 | $7,787-100.0% | $6,473-100.0% | $11,246-100.0% |