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 | $139,052 | $111,724+24.5% | $93,606+48.5% | $145,922-4.7% |
| Participation rate | 42.9% | 74.2%-31.4pp | 68.7%-25.9pp | 80.3%-37.4pp |
| Annual return | 9.44% | 202.98%-193.5pp | 133.20%-123.8pp | 561.29%-551.8pp |
| Employer contribution / active EE | $1,473 | $3,090-52.3% | $2,420-39.1% | $4,660-68.4% |
| Participant deferral / active EE | $5,757 | $4,912+17.2% | $4,411+30.5% | $6,688-13.9% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |