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 | $109,940 | $99,020+11.0% | $86,590+27.0% | $147,584-25.5% |
| Participation rate | 60.0% | 76.3%-16.3pp | 73.5%-13.5pp | 82.8%-22.8pp |
| Annual return | 22.45% | 1312.34%-1289.9pp | 964.84%-942.4pp | 578.55%-556.1pp |
| Employer contribution / active EE | $1,002 | $3,132-68.0% | $2,839-64.7% | $4,876-79.4% |
| Participant deferral / active EE | $4,965 | $3,972+25.0% | $3,609+37.6% | $5,439-8.7% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |