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 | $99,282 | $202,318-50.9% | $172,739-42.5% | $152,861-35.1% |
| Participation rate | 68.2% | 87.1%-18.9pp | 82.6%-14.5pp | 82.4%-14.3pp |
| Annual return | 14.95% | 1029.65%-1014.7pp | 802.84%-787.9pp | 345.32%-330.4pp |
| Employer contribution / active EE | $2,079 | $5,856-64.5% | $5,143-59.6% | $4,762-56.3% |
| Participant deferral / active EE | $6,673 | $5,948+12.2% | $5,198+28.4% | $5,850+14.1% |
| Admin fee / account holder | $108 | $17,109-99.4% | $13,954-99.2% | $11,596-99.1% |