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 | $98,782 | $226,064-56.3% | $182,532-45.9% | $152,861-35.4% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.4%-15.8pp |
| Annual return | 12.22% | 192.51%-180.3pp | 148.54%-136.3pp | 345.32%-333.1pp |
| Employer contribution / active EE | $1,884 | $4,978-62.2% | $4,076-53.8% | $4,762-60.4% |
| Participant deferral / active EE | $8,107 | $6,368+27.3% | $5,524+46.7% | $5,850+38.6% |
| Admin fee / account holder | $16 | $10,703-99.9% | $8,592-99.8% | $11,596-99.9% |