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 | $150,005 | $159,901-6.2% | $146,958+2.1% | $145,922+2.8% |
| Participation rate | 57.9% | 84.0%-26.1pp | 82.2%-24.3pp | 80.3%-22.4pp |
| Annual return | 9.74% | 98.13%-88.4pp | 418.34%-408.6pp | 561.29%-551.5pp |
| Employer contribution / active EE | $2,697 | $5,286-49.0% | $4,933-45.3% | $4,660-42.1% |
| Participant deferral / active EE | $12,113 | $8,428+43.7% | $8,070+50.1% | $6,688+81.1% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |