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 | $108,801 | $111,724-2.6% | $93,606+16.2% | $145,922-25.4% |
| Participation rate | 57.1% | 74.2%-17.1pp | 68.7%-11.6pp | 80.3%-23.1pp |
| Annual return | 9.13% | 202.98%-193.8pp | 133.20%-124.1pp | 561.29%-552.2pp |
| Employer contribution / active EE | $1,397 | $3,090-54.8% | $2,420-42.3% | $4,660-70.0% |
| Participant deferral / active EE | $1,397 | $4,912-71.6% | $4,411-68.3% | $6,688-79.1% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |