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 | $111,159 | $98,240+13.2% | $82,313+35.0% | $147,584-24.7% |
| Participation rate | 62.5% | 79.7%-17.2pp | 76.9%-14.4pp | 82.8%-20.3pp |
| Annual return | 9.88% | 30.85%-21.0pp | 25.88%-16.0pp | 578.55%-568.7pp |
| Employer contribution / active EE | $2,341 | $3,192-26.7% | $2,428-3.6% | $4,876-52.0% |
| Participant deferral / active EE | $7,848 | $4,383+79.0% | $3,706+111.8% | $5,439+44.3% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |