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 | $137,044 | $158,398-13.5% | $126,539+8.3% | $142,382-3.7% |
| Participation rate | 50.0% | 75.8%-25.8pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 12.97% | 593.76%-580.8pp | 425.95%-413.0pp | 217.08%-204.1pp |
| Employer contribution / active EE | $1,942 | $4,650-58.2% | $3,674-47.1% | $4,299-54.8% |
| Participant deferral / active EE | $2,913 | $4,767-38.9% | $4,083-28.6% | $6,507-55.2% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |