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 | $103,145 | $107,934-4.4% | $91,989+12.1% | $152,861-32.5% |
| Participation rate | 60.0% | 81.2%-21.2pp | 78.6%-18.6pp | 82.4%-22.4pp |
| Annual return | 21.40% | 89.24%-67.8pp | 69.02%-47.6pp | 345.32%-323.9pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,093 | $6,364+11.5% | $5,923+19.8% | $5,850+21.2% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |