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 | $143,246 | $114,381+25.2% | $107,525+33.2% | $142,382+0.6% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 17.04% | 242.71%-225.7pp | 181.32%-164.3pp | 217.08%-200.0pp |
| Employer contribution / active EE | $2,464 | $4,015-38.6% | $3,754-34.4% | $4,299-42.7% |
| Participant deferral / active EE | $8,097 | $5,564+45.5% | $5,116+58.3% | $6,507+24.4% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |