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 | $170,916 | $226,064-24.4% | $182,532-6.4% | $152,861+11.8% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.0%-18.0pp | 82.4%-22.4pp |
| Annual return | 21.21% | 192.51%-171.3pp | 148.54%-127.3pp | 345.32%-324.1pp |
| Employer contribution / active EE | $5,401 | $4,978+8.5% | $4,076+32.5% | $4,762+13.4% |
| Participant deferral / active EE | $12,600 | $6,368+97.9% | $5,524+128.1% | $5,850+115.4% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |