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 | $100,976 | $90,348+11.8% | $75,972+32.9% | $145,922-30.8% |
| Participation rate | 57.9% | 74.5%-16.6pp | 69.1%-11.2pp | 80.3%-22.4pp |
| Annual return | 10.26% | 620.88%-610.6pp | 359.55%-349.3pp | 561.29%-551.0pp |
| Employer contribution / active EE | $2,169 | $3,311-34.5% | $2,685-19.2% | $4,660-53.4% |
| Participant deferral / active EE | $2,707 | $5,162-47.6% | $4,255-36.4% | $6,688-59.5% |
| Admin fee / account holder | $0 | $8,467-100.0% | $6,467-100.0% | $13,397-100.0% |