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 | $108,008 | $144,119-25.1% | $117,854-8.4% | $147,584-26.8% |
| Participation rate | 42.9% | 83.4%-40.6pp | 79.7%-36.8pp | 82.8%-40.0pp |
| Annual return | 14.97% | 531.15%-516.2pp | 335.08%-320.1pp | 578.55%-563.6pp |
| Employer contribution / active EE | $2,775 | $4,896-43.3% | $3,786-26.7% | $4,876-43.1% |
| Participant deferral / active EE | $3,315 | $5,316-37.6% | $4,482-26.0% | $5,439-39.0% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |