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 9-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 | $102,029 | $106,890-4.5% | $84,015+21.4% | $152,861-33.3% |
| Participation rate | 50.0% | 75.2%-25.2pp | 69.0%-19.0pp | 82.4%-32.4pp |
| Annual return | 21.05% | 104.99%-83.9pp | 71.31%-50.3pp | 345.32%-324.3pp |
| Employer contribution / active EE | $3,100 | $2,734+13.4% | $1,983+56.3% | $4,762-34.9% |
| Participant deferral / active EE | $12,500 | $4,011+211.6% | $3,239+286.0% | $5,850+113.7% |
| Admin fee / account holder | $15 | $8,285-99.8% | $6,101-99.8% | $11,596-99.9% |