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 | $124,218 | $105,998+17.2% | $92,233+34.7% | $147,584-15.8% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 16.93% | 50.05%-33.1pp | 176.28%-159.4pp | 578.55%-561.6pp |
| Employer contribution / active EE | $4,016 | $4,333-7.3% | $3,679+9.2% | $4,876-17.6% |
| Participant deferral / active EE | $6,620 | $4,478+47.8% | $3,897+69.9% | $5,439+21.7% |
| Admin fee / account holder | $33 | $6,332-99.5% | $5,194-99.4% | $10,885-99.7% |