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 | $103,082 | $197,591-47.8% | $177,821-42.0% | $158,922-35.1% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 19.32% | 58.76%-39.4pp | 48.32%-29.0pp | 302.83%-283.5pp |
| Employer contribution / active EE | $1,885 | $6,697-71.9% | $5,918-68.1% | $4,761-60.4% |
| Participant deferral / active EE | $8,672 | $8,405+3.2% | $7,714+12.4% | $5,982+45.0% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |