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 | $75,957 | $104,907-27.6% | $84,611-10.2% | $152,861-50.3% |
| Participation rate | 62.5% | 74.8%-12.3pp | 68.2%-5.7pp | 82.4%-19.9pp |
| Annual return | 22.82% | 373.79%-351.0pp | 258.74%-235.9pp | 345.32%-322.5pp |
| Employer contribution / active EE | $2,152 | $3,302-34.8% | $2,652-18.9% | $4,762-54.8% |
| Participant deferral / active EE | $3,852 | $4,688-17.8% | $3,899-1.2% | $5,850-34.2% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |