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 | $88,589 | $96,305-8.0% | $80,569+10.0% | $139,434-36.5% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 19.01% | 1350.08%-1331.1pp | 935.43%-916.4pp | 372.94%-353.9pp |
| Employer contribution / active EE | $1,132 | $3,262-65.3% | $2,723-58.4% | $4,751-76.2% |
| Participant deferral / active EE | $4,340 | $5,232-17.1% | $4,447-2.4% | $6,710-35.3% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |